SIC

Sigma Investment Counselors Portfolio holdings

AUM $1.97B
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
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 +$3.07M
2 +$1.96M
3 +$1.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.61M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.25M

Top Sells

1 +$2.1M
2 +$1.21M
3 +$363K
4
SYK icon
Stryker
SYK
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$289K

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