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
651
$552K 0.02%
7,959
+211
652
$550K 0.02%
+18,632
653
$547K 0.02%
24,984
-1,344
654
$545K 0.02%
460
+131
655
$545K 0.02%
+32,548
656
$544K 0.02%
5,462
+66
657
$543K 0.02%
1,691
-433
658
$542K 0.02%
16,037
-805
659
$541K 0.02%
15,552
+952
660
$541K 0.02%
+5,466
661
$537K 0.02%
102,085
-18,076
662
$534K 0.02%
16,428
-1,343
663
$531K 0.02%
15,661
-685
664
$529K 0.02%
12,237
-672
665
$528K 0.02%
6,583
+211
666
$528K 0.02%
+14,356
667
$521K 0.02%
19,305
668
$518K 0.02%
164,561
-3,234
669
$516K 0.02%
3,560
-1,765
670
$515K 0.02%
5,900
-200
671
$514K 0.02%
3,781
+55
672
$514K 0.02%
7,027
-5,938
673
$513K 0.02%
9,048
+2,240
674
$513K 0.02%
17,204
+5,784
675
$510K 0.02%
8,513
+4,811
25 26
27
28 29