SIC

Sigma Investment Counselors Portfolio holdings

AUM $1.93B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.94M
3
+$1.16M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.06M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$996K

Top Sells

1
+$2.84M
2
+$2.6M
3
+$2.11M
4
MET icon
MetLife
MET
+$1.28M
5
LII icon
Lennox International
LII
+$1.25M

Sector Composition

1 Industrials 5.64%
2 Healthcare 4.63%
3 Technology 4.63%
4 Consumer Discretionary 3.45%
5 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,226
127
– –
-36,178
128
– –
-5,706
129
– –
-35,565
2 3 4 5
6