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
526
$759K 0.03%
18,220
+2,285
527
$759K 0.03%
+12,259
528
$759K 0.03%
39,520
+5,276
529
$757K 0.03%
4,410
-40
530
$754K 0.03%
2,656
+2
531
$753K 0.03%
3,697
+42
532
$752K 0.03%
13,093
+249
533
$751K 0.03%
14,897
-423
534
$745K 0.03%
9,755
-3,329
535
$744K 0.03%
27,915
+1,410
536
$743K 0.03%
12,716
+1
537
$741K 0.03%
14,738
+4,112
538
$737K 0.03%
3,009
+1,862
539
$733K 0.02%
+20,548
540
$729K 0.02%
16,434
+9,267
541
$729K 0.02%
14,858
-2,438
542
$725K 0.02%
4,126
+605
543
$724K 0.02%
26,313
+12,856
544
$721K 0.02%
8,430
-278
545
$719K 0.02%
+17,827
546
$715K 0.02%
15,224
-250
547
$710K 0.02%
+4,949
548
$709K 0.02%
7,662
+1,109
549
$708K 0.02%
30,844
-11,260
550
$704K 0.02%
8,552
+1,174
20 21
22
23 24