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
$1.93B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$4.28M
3
+$3.89M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.63M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.51M

Top Sells

1
+$8.25M
2
+$2.1M
3
+$1.66M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1M

Sector Composition

1 Technology 7.06%
2 Financials 4.17%
3 Healthcare 2.83%
4 Industrials 2.58%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$399K 0.02%
1,360
152
$393K 0.02%
1,106
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153
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1,581
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154
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155
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156
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157
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161
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163
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165
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170
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172
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173
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880
174
$279K 0.01%
2,256
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175
$275K 0.01%
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