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
276
$1.98M 0.07%
62,903
-284
277
$1.98M 0.07%
14,407
-1,931
278
$1.97M 0.07%
+25,848
279
$1.97M 0.07%
7,203
+385
280
$1.97M 0.07%
33,739
-1,717
281
$1.93M 0.07%
9,279
+632
282
$1.93M 0.07%
35,568
+6,940
283
$1.92M 0.07%
246,200
+5,200
284
$1.91M 0.06%
29,173
-6,058
285
$1.89M 0.06%
69,772
-5,395
286
$1.88M 0.06%
10,345
-342
287
$1.87M 0.06%
8,844
-211
288
$1.86M 0.06%
100,337
+51,920
289
$1.85M 0.06%
24,367
+8,633
290
$1.84M 0.06%
35,034
-74,765
291
$1.83M 0.06%
29,667
+617
292
$1.81M 0.06%
59,013
+17,227
293
$1.79M 0.06%
18,454
-481
294
$1.78M 0.06%
24,415
+1,867
295
$1.78M 0.06%
66,670
+49,667
296
$1.78M 0.06%
33,032
+804
297
$1.77M 0.06%
20,513
-759
298
$1.76M 0.06%
5,216
-1,372
299
$1.75M 0.06%
22,095
-39
300
$1.74M 0.06%
57,702
-14,716
10 11
12
13 14