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
$1.55B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$292M
2
+$18.5M
3
+$11.4M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$6.53M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.67M

Top Sells

1
+$23.8M
2
+$7.23M
3
+$3.1M
4
BA icon
Boeing
BA
+$2.22M
5
SNOW icon
Snowflake
SNOW
+$2.1M

Sector Composition

1 Technology 6.7%
2 Healthcare 4.05%
3 Industrials 3.13%
4 Financials 3.03%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,675
202
– –
-458
203
– –
-92,746
5 6 7 8
9