We are live on ! Find out more
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
$719M
AUM Growth
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$18.9M
2 +$11.2M
3 +$4.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.58M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.71M

Sector Composition

1 Healthcare 4.83%
2 Industrials 4.49%
3 Technology 4.03%
4 Consumer Discretionary 2.89%
5 Financials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,120
152
-21,000
153
-3,726
154
-8,090
155
-4,674
156
-1,169
157
-7,090