SIM

Sigma Investment Management Portfolio holdings

AUM $125M
1-Year Est. Return 4.75%
This Quarter Est. Return
1 Year Est. Return
-4.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$1.7M
3 +$1.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$568K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$310K

Top Sells

1 +$8.71M
2 +$1.5M
3 +$535K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$517K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$171K

Sector Composition

1 Consumer Staples 1.54%
2 Financials 0.43%
3 Technology 0.15%
4 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$118K 0.08%
10,319
27
-246,605