SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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
+$10.7M
2
+$9.65M
3
+$8.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.57M
5
FDX icon
FedEx
FDX
+$6.5M

Top Sells

1
+$16.9M
2
+$10.6M
3
+$6.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.35M
5
NVDA icon
NVIDIA
NVDA
+$5.76M

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
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7,645
-191
557
$688K 0.02%
6,379
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558
$685K 0.02%
5,932
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559
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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
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11,702
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566
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16,160
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570
$666K 0.02%
40,224
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571
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572
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5,991
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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