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
576
$656K 0.02%
7,100
+3,330
577
$654K 0.02%
10,085
-304
578
$653K 0.02%
55,447
+1,487
579
$653K 0.02%
12,271
-56
580
$652K 0.02%
12,005
+3,625
581
$650K 0.02%
8,813
-1,248
582
$644K 0.02%
1,570
-185
583
$643K 0.02%
7,374
-990
584
$642K 0.02%
+22,958
585
$641K 0.02%
19,961
+7,804
586
$641K 0.02%
+3,604
587
$641K 0.02%
14,829
+583
588
$641K 0.02%
4,482
-1,328
589
$639K 0.02%
+16,160
590
$639K 0.02%
13,584
+664
591
$638K 0.02%
21,637
+5,850
592
$636K 0.02%
7,072
+861
593
$635K 0.02%
+11,460
594
$633K 0.02%
+10,096
595
$632K 0.02%
4,147
-5,827
596
$631K 0.02%
22,756
+600
597
$631K 0.02%
6,663
-1,865
598
$629K 0.02%
+13,052
599
$629K 0.02%
4,156
+204
600
$629K 0.02%
3,614
-211
22 23
24
25 26