SIC

Sigma Investment Counselors Portfolio holdings

AUM $1.97B
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$587M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$1.35M
2 +$364K
3 +$260K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$234K
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-864