SIC
Sigma Investment Counselors Portfolio holdings
AUM
$1.82B
1-Year Return
11.67%
This Quarter Return
+2.22%
1 Year Return
+11.67%
3 Year Return
+50.2%
5 Year Return
+78.4%
10 Year Return
+149.74%
AUM
$587M
AUM Growth
+$21.5M
(+3.8%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
126
New
6
Increased
52
Reduced
55
Closed
1
Top Buys
| 1 |
Lennox International
LII
|
$2.38M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.59M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.4M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.35M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$1.23M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$1.37M |
| 2 |
CELG
Celgene Corp
CELG
|
$347K |
| 3 |
United Parcel Service
UPS
|
$269K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$238K |
| 5 |
AGN
Allergan plc
AGN
|
$232K |
Sector Composition
| 1 | Industrials | 5.95% |
| 2 | Healthcare | 5.04% |
| 3 | Technology | 4.41% |
| 4 | Consumer Discretionary | 3.46% |
| 5 | Financials | 2.4% |