SIM
Sigma Investment Management Portfolio holdings
AUM
$125M
This Quarter Return
+2.88%
1 Year Return
-4.75%
3 Year Return
+8.4%
5 Year Return
+13.11%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+3.5%)
Cap. Flow
+$809K
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
98.83%
Holding
16
New
1
Increased
1
Reduced
4
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.87M |
| 2 |
Wells Fargo
WFC
|
$209K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$648K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$266K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$259K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$98.3K |
Sector Composition
| 1 | Consumer Staples | 1.86% |
| 2 | Financials | 0.34% |
| 3 | Healthcare | 0.04% |
