SIC

Sigma Investment Counselors Portfolio holdings

AUM $1.82B
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
-$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$364K
3
+$298K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$224K
5
AMGN icon
Amgen
AMGN
+$223K

Top Sells

1
+$102M
2
+$28M
3
+$25.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$15.6M

Sector Composition

1 Technology 5.65%
2 Healthcare 3.98%
3 Consumer Discretionary 3.47%
4 Industrials 3.24%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
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