SIC
Sigma Investment Counselors Portfolio holdings
AUM
$1.93B
1-Year Est. Return
11.81%
1 Year Est. Return
+11.81%
AUM
$1.93B
AUM Growth
+$110M
(+6%)
Holding
202
Top Buys
| 1 | +$9.03M | |
| 2 | +$4.21M | |
| 3 | +$3.93M | |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$1.64M |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$1.52M |
Top Sells
| 1 | +$9.2M | |
| 2 | +$2.25M | |
| 3 | +$1.66M | |
| 4 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$1.28M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.04M |
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 | |
|---|---|---|---|---|---|---|
201
TE Connectivity
TEL
$70.9B
| – | – |
-1,394
|
|
||
202
Bristol-Myers Squibb
BMY
$112B
| – | – |
-35,818
|
|