SIC

Sigma Investment Counselors Portfolio holdings

AUM $1.97B
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.87M
3 +$2.42M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.24M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.18M

Top Sells

1 +$22.1M
2 +$6.77M
3 +$4.63M
4
GNTX icon
Gentex
GNTX
+$2.72M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.71M

Sector Composition

1 Technology 6.74%
2 Healthcare 4.08%
3 Industrials 3.15%
4 Consumer Discretionary 2.27%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-871,042