SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$8.35M
4
ALGN icon
Align Technology
ALGN
+$7.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.92M

Top Sells

1
+$17.5M
2
+$10.7M
3
+$6.69M
4
ABMD
Abiomed Inc
ABMD
+$6.31M
5
SPGI icon
S&P Global
SPGI
+$6.3M

Sector Composition

1 Technology 11.57%
2 Consumer Discretionary 6.09%
3 Healthcare 4.81%
4 Industrials 4.28%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.37M 0.08%
33,689
+28,606
252
$2.35M 0.08%
39,085
+5,176
253
$2.34M 0.08%
104,696
+8,617
254
$2.33M 0.08%
106,428
+10,090
255
$2.31M 0.08%
70,720
+880
256
$2.29M 0.08%
21,654
+40
257
$2.29M 0.08%
+101,084
258
$2.28M 0.08%
27,334
-1,314
259
$2.27M 0.08%
38,938
+3,445
260
$2.26M 0.08%
44,918
+14,886
261
$2.24M 0.08%
41,638
+17,770
262
$2.2M 0.07%
39,679
+334
263
$2.18M 0.07%
33,633
-912
264
$2.16M 0.07%
22,459
+3,714
265
$2.13M 0.07%
352,839
+18,264
266
$2.12M 0.07%
13,475
+2,181
267
$2.11M 0.07%
40,677
+30,876
268
$2.1M 0.07%
137,856
+23,938
269
$2.08M 0.07%
37,444
+1,112
270
$2.07M 0.07%
7,693
+824
271
$2.06M 0.07%
5,714
+2,693
272
$2M 0.07%
62,567
+2,818
273
$2M 0.07%
40,963
+615
274
$1.99M 0.07%
8,160
+673
275
$1.99M 0.07%
47,448
+10,312
9 10
11
12 13