SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.16M
3
+$4.31M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.71M
5
ABT icon
Abbott
ABT
+$3.49M

Top Sells

1
+$4.82M
2
+$3.79M
3
+$3.62M
4
TSLA icon
Tesla
TSLA
+$3.56M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 11.23%
2 Healthcare 4.66%
3 Consumer Discretionary 4.34%
4 Financials 4.17%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$568K 0.02%
2,792
+245
652
$567K 0.02%
1,236
+249
653
$567K 0.02%
34,441
-15
654
$566K 0.02%
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655
$566K 0.02%
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$565K 0.02%
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657
$564K 0.02%
41,494
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658
$564K 0.02%
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659
$564K 0.02%
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-4
660
$563K 0.02%
244,705
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$562K 0.02%
92,839
+7,006
662
$562K 0.02%
+6,426
663
$555K 0.02%
7,105
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$553K 0.02%
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665
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669
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670
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10,715
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671
$548K 0.02%
16,904
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672
$547K 0.02%
3,219
-24
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$546K 0.02%
8,425
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674
$545K 0.02%
16,010
-5,554
675
$544K 0.02%
44,448
+323
25 26
27
28 29