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
326
$1.57M 0.05%
8,568
+521
327
$1.56M 0.05%
46,678
-1,909
328
$1.56M 0.05%
16,531
+473
329
$1.56M 0.05%
68,376
+34,542
330
$1.55M 0.05%
80,146
-8,186
331
$1.55M 0.05%
18,640
-1,594
332
$1.55M 0.05%
7,149
-391
333
$1.55M 0.05%
33,203
-22,342
334
$1.53M 0.05%
16,345
+2,815
335
$1.53M 0.05%
10,903
+3,143
336
$1.51M 0.05%
31,790
+4,768
337
$1.51M 0.05%
31,849
-1,138
338
$1.47M 0.05%
87,274
-8,279
339
$1.47M 0.05%
47,206
+16,308
340
$1.46M 0.05%
34,847
+6,004
341
$1.45M 0.05%
+42,312
342
$1.45M 0.05%
18,526
+440
343
$1.45M 0.05%
18,030
-5,631
344
$1.44M 0.05%
9,035
+617
345
$1.44M 0.05%
16,650
-2,930
346
$1.43M 0.05%
9,460
+68
347
$1.43M 0.05%
6,995
-188
348
$1.42M 0.05%
11,766
-818
349
$1.42M 0.05%
5,197
+464
350
$1.41M 0.05%
15,166
-1,201
12 13
14
15 16