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
376
$1.29M 0.04%
35,522
-13,611
377
$1.28M 0.04%
26,819
-1,314
378
$1.28M 0.04%
9,107
+105
379
$1.27M 0.04%
645
+72
380
$1.27M 0.04%
5,574
+2,414
381
$1.24M 0.04%
3,476
-8
382
$1.24M 0.04%
12,988
+724
383
$1.24M 0.04%
30,579
-1,352
384
$1.24M 0.04%
20,105
+4,342
385
$1.23M 0.04%
68,972
+44,404
386
$1.23M 0.04%
5,603
-632
387
$1.22M 0.04%
90,248
-1,531
388
$1.22M 0.04%
8,675
+20
389
$1.21M 0.04%
+62,470
390
$1.2M 0.04%
60,282
-561
391
$1.19M 0.04%
18,955
-264
392
$1.18M 0.04%
41,657
+30,384
393
$1.18M 0.04%
102,767
+42,719
394
$1.17M 0.04%
27,809
-12
395
$1.17M 0.04%
4,682
-44
396
$1.17M 0.04%
7,632
-189
397
$1.17M 0.04%
47,026
+2,280
398
$1.16M 0.04%
50,876
-3,513
399
$1.16M 0.04%
36,720
-6,772
400
$1.16M 0.04%
1,604
-130
14 15
16
17 18