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
$851M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$698K
3 +$548K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$444K
5
AAPL icon
Apple
AAPL
+$378K

Sector Composition

1 Healthcare 4.47%
2 Industrials 4.11%
3 Technology 4.08%
4 Consumer Discretionary 3%
5 Financials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$212K 0.02%
1,914
+32
152
$212K 0.02%
+2,217
153
$211K 0.02%
8,550
154
$211K 0.02%
+2,516
155
$204K 0.02%
2,748
156
$204K 0.02%
4,310
157
$203K 0.02%
8,090
158
$202K 0.02%
+1,517
159
-1,410
160
-25,266
161
-3,654
162
-5,000
163
-26,197
164
-2,312