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SIC

Sigma Investment Counselors Portfolio holdings

AUM $1.89B
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$3.69M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.18M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.82M

Top Sells

1
+$41.6M
2
+$2.55M
3
+$2.02M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.12M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$967K

Sector Composition

1 Technology 5.32%
2 Healthcare 4.13%
3 Industrials 2.84%
4 Consumer Discretionary 2.18%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$471K 0.04%
3,671
127
$465K 0.04%
41,759
+2,139
128
$438K 0.04%
3,101
+9
129
$433K 0.04%
6,793
+1,600
130
$429K 0.03%
14,500
+3,850
131
$428K 0.03%
4,535
132
$421K 0.03%
6,024
-40
133
$419K 0.03%
3,858
+1
134
$414K 0.03%
10,328
-2,291
135
$404K 0.03%
940
136
$370K 0.03%
3,000
137
$364K 0.03%
1,291
138
$356K 0.03%
4,997
+10
139
$344K 0.03%
3,270
+1,000
140
$337K 0.03%
3,166
-2,134
141
$335K 0.03%
10,751
+524
142
$335K 0.03%
3,388
+1,059
143
$328K 0.03%
1,589
144
$324K 0.03%
6,385
+2,313
145
$321K 0.03%
12,650
-2,850
146
$318K 0.03%
1,943
+583
147
$306K 0.02%
5,337
-6,263
148
$300K 0.02%
6,180
149
$300K 0.02%
1,523
-647
150
$299K 0.02%
11,763
+137
4 5
6
7 8