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
$1.6B
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$3.85M
3
+$3.79M
4
KLAC icon
KLA
KLAC
+$3.77M
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$3.35M

Top Sells

1
+$3.78M
2
+$2.68M
3
+$2.59M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.33M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.95M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.77%
3 Financials 3.08%
4 Industrials 2.79%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$446K 0.03%
834
127
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10,712
128
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129
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133
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134
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136
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$337K 0.02%
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