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
451
$957K 0.03%
8,007
+171
452
$957K 0.03%
17,031
-1,760
453
$957K 0.03%
2,751
+494
454
$952K 0.03%
25,345
-5,666
455
$951K 0.03%
11,565
+1,130
456
$951K 0.03%
38,170
+2,303
457
$940K 0.03%
7,296
-7,624
458
$940K 0.03%
4,971
-4
459
$935K 0.03%
40,050
+3,122
460
$931K 0.03%
90,584
-58,770
461
$924K 0.03%
13,618
+10,092
462
$922K 0.03%
6,184
+916
463
$912K 0.03%
39,485
+3,217
464
$906K 0.03%
20,936
+884
465
$903K 0.03%
+36,829
466
$898K 0.03%
26,124
+3,352
467
$895K 0.03%
71,576
+11,753
468
$893K 0.03%
18,759
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469
$890K 0.03%
19,110
+341
470
$886K 0.03%
12,389
-67
471
$886K 0.03%
7,783
-415
472
$885K 0.03%
7,630
-1,390
473
$884K 0.03%
39,855
+28,427
474
$882K 0.03%
17,256
-212
475
$880K 0.03%
8,940
+1,690
17 18
19
20 21