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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
$785M
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.61M
3
+$3.98M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.84M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$2.63M

Top Sells

1
+$4.82M
2
+$3.08M
3
+$2.19M
4
MMM icon
3M
MMM
+$2.11M
5
WAB icon
Wabtec
WAB
+$1.63M

Sector Composition

1 Technology 4.61%
2 Healthcare 4.31%
3 Industrials 2.87%
4 Consumer Discretionary 2.86%
5 Financials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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166
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-7,895
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