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
426
$1.01M 0.03%
11,717
+2,917
427
$1.01M 0.03%
53,236
-332
428
$1.01M 0.03%
28,032
+19,788
429
$1M 0.03%
59,090
+450
430
$1M 0.03%
20,114
+12,185
431
$996K 0.03%
11,627
-447
432
$995K 0.03%
12,820
-30,138
433
$993K 0.03%
13,739
+26
434
$991K 0.03%
8,922
-947
435
$990K 0.03%
39,011
+1,652
436
$977K 0.03%
33,154
-9,774
437
$974K 0.03%
7,126
-195
438
$973K 0.03%
20,590
+510
439
$971K 0.03%
10,706
-111
440
$971K 0.03%
16,143
+895
441
$969K 0.03%
14,086
+8,599
442
$969K 0.03%
6,387
+167
443
$969K 0.03%
14,191
-2,223
444
$968K 0.03%
19,878
+2,325
445
$968K 0.03%
34,337
-1,645
446
$967K 0.03%
13,990
-615
447
$963K 0.03%
2,846
+142
448
$960K 0.03%
44,059
-448
449
$959K 0.03%
21,575
-4,413
450
$958K 0.03%
37,341
+12,948
16 17
18
19 20