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
351
$1.41M 0.05%
29,319
-2,194
352
$1.41M 0.05%
55,768
-14,924
353
$1.41M 0.05%
44,288
-6,945
354
$1.41M 0.05%
27,983
+3,590
355
$1.4M 0.05%
150,284
+22,720
356
$1.4M 0.05%
123,364
-6,886
357
$1.39M 0.05%
67,854
-3,252
358
$1.39M 0.05%
26,949
+8,527
359
$1.39M 0.05%
23,642
-64
360
$1.38M 0.05%
13,236
-3,862
361
$1.38M 0.05%
6,005
+71
362
$1.38M 0.05%
27,024
-356
363
$1.37M 0.05%
15,712
+1,362
364
$1.37M 0.05%
155,546
-1,663
365
$1.36M 0.05%
14,899
-519
366
$1.36M 0.05%
10,072
+407
367
$1.34M 0.05%
21,839
-9,032
368
$1.34M 0.05%
10,164
-479
369
$1.34M 0.05%
73,361
+8,190
370
$1.34M 0.05%
32,875
+1,444
371
$1.32M 0.05%
46,430
+1,840
372
$1.32M 0.04%
7,845
-502
373
$1.3M 0.04%
26,490
-30,520
374
$1.3M 0.04%
19,458
-2,098
375
$1.29M 0.04%
7,859
-545
13 14
15
16 17