SIM
Sigma Investment Management Portfolio holdings
AUM
$125M
This Quarter Return
-2.01%
1 Year Return
-4.75%
3 Year Return
+8.4%
5 Year Return
+13.11%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-2.1%)
Cap. Flow
-$355K
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
98.71%
Holding
17
New
2
Increased
–
Reduced
8
Closed
1
Top Buys
| 1 |
VanEck Intermediate Muni ETF
ITM
|
$5.92M |
| 2 |
Vanguard Total Bond Market
BND
|
$345K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$2.47M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.53M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$963K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$874K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$384K |
Sector Composition
| 1 | Consumer Staples | 2.02% |
| 2 | Financials | 0.16% |
| 3 | Healthcare | 0.03% |
