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
$719M
AUM Growth
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.88M
3
+$5.85M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.72M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.72M

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
– –
-4,674
152
– –
-1,169
153
– –
-7,090
154
– –
-1,120
155
– –
-21,000
156
– –
-1,401
157
– –
-1,315
3 4 5 6
7