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
$1.7B
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$8.47M
3
+$2.82M
4
DECK icon
Deckers Outdoor
DECK
+$2.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.77M

Top Sells

1
+$33.4M
2
+$20.8M
3
+$1.61M
4
URI icon
United Rentals
URI
+$1.5M
5
CVX icon
Chevron
CVX
+$1.5M

Sector Composition

1 Technology 6.91%
2 Healthcare 3.45%
3 Financials 3.39%
4 Industrials 2.76%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,220
202
– –
-825
203
– –
-1,986
204
– –
-1,417,510
205
– –
-2,093
206
– –
-1,394
207
– –
-13,622
208
– –
-825,986
209
– –
-23,900
5 6 7 8
9