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
$1.17B
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Sells

1 +$2.97M
2 +$1.53M
3 +$1.47M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.13M
5
T icon
AT&T
T
+$1.09M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.12%
3 Industrials 2.76%
4 Consumer Discretionary 2.39%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$204K 0.02%
+2,377
177
$203K 0.02%
7,334
178
$203K 0.02%
1,577
179
$144K 0.01%
10,350
180
$100K 0.01%
+1,744
181
$17K ﹤0.01%
12,927
182
-670
183
-2,007
184
-975
185
-51,899
186
-1,270