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
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