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
$805M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.08M
3 +$1.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.62M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.25M

Top Sells

1 +$2.1M
2 +$1.22M
3 +$370K
4
SYK icon
Stryker
SYK
+$307K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$294K

Sector Composition

1 Healthcare 5%
2 Industrials 4.91%
3 Technology 4.29%
4 Consumer Discretionary 3.15%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,555
152
-5,538