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
676
$507K 0.02%
3,429
+266
677
$506K 0.02%
18,356
-89
678
$505K 0.02%
3,815
+161
679
$505K 0.02%
1,010
-357
680
$505K 0.02%
36,947
-45,046
681
$504K 0.02%
18,286
-191
682
$502K 0.02%
25,621
+46
683
$501K 0.02%
+4,847
684
$501K 0.02%
35,022
+3,992
685
$500K 0.02%
7,229
+3,059
686
$499K 0.02%
2,306
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687
$499K 0.02%
7,232
-1,218
688
$498K 0.02%
15,293
-10,178
689
$496K 0.02%
29,592
-2,877
690
$494K 0.02%
5,467
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691
$494K 0.02%
8,281
-1,163
692
$492K 0.02%
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693
$489K 0.02%
11,435
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694
$487K 0.02%
+2,445
695
$486K 0.02%
14,007
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696
$486K 0.02%
7,844
-351
697
$485K 0.02%
8,328
-44
698
$484K 0.02%
20,396
+2,038
699
$484K 0.02%
14,448
+341
700
$483K 0.02%
89,363
-4,040
26 27
28
29 30