SIM
Sigma Investment Management Portfolio holdings
AUM
$125M
This Quarter Return
+2.27%
1 Year Return
-4.75%
3 Year Return
+8.4%
5 Year Return
+13.11%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+2.9%)
Cap. Flow
+$839K
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
98.75%
Holding
16
New
–
Increased
2
Reduced
5
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.17M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$586K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$525K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$234K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$153K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.05K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$3.3K |
Sector Composition
| 1 | Consumer Staples | 1.85% |
| 2 | Financials | 0.17% |
| 3 | Healthcare | 0.05% |
