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
$120M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$26.3M
2 +$23.9M
3 +$15.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.3M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11M

Sector Composition

1 Consumer Staples 2.3%
2 Financials 0.26%
3 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,171