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
551
$703K 0.02%
4,844
+174
552
$702K 0.02%
42,320
-3,892
553
$701K 0.02%
12,085
+480
554
$697K 0.02%
+17,324
555
$697K 0.02%
24,205
+3,459
556
$694K 0.02%
7,645
-191
557
$688K 0.02%
6,379
-464
558
$685K 0.02%
5,932
+42
559
$684K 0.02%
14,517
-857
560
$678K 0.02%
14,508
-243
561
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+3,888
562
$675K 0.02%
16,008
-13
563
$673K 0.02%
1,017
-1
564
$671K 0.02%
1,745
+106
565
$670K 0.02%
11,702
+932
566
$670K 0.02%
26,642
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567
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568
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7,275
-198
569
$666K 0.02%
40,224
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570
$666K 0.02%
5,760
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571
$666K 0.02%
16,160
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572
$662K 0.02%
5,991
+1,800
573
$661K 0.02%
13,062
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574
$661K 0.02%
7,710
-5,913
575
$657K 0.02%
16,428
+1,624
21 22
23
24 25