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
701
$482K 0.02%
1,104
+41
702
$481K 0.02%
36,272
+20,212
703
$479K 0.02%
9,507
+3,944
704
$478K 0.02%
31,341
+16,986
705
$477K 0.02%
4,753
-63
706
$473K 0.02%
27,579
-2,064
707
$472K 0.02%
17,707
+12,385
708
$472K 0.02%
5,131
-95
709
$471K 0.02%
2,357
-1,116
710
$466K 0.02%
+424
711
$463K 0.02%
3,887
+240
712
$463K 0.02%
31,171
-2,127
713
$463K 0.02%
+24,696
714
$462K 0.02%
6,833
+402
715
$462K 0.02%
4,668
+1,784
716
$460K 0.02%
+14,915
717
$459K 0.02%
3,086
+70
718
$459K 0.02%
+3,715
719
$457K 0.02%
5,207
-1,365
720
$457K 0.02%
13,473
+2,773
721
$457K 0.02%
6,904
+93
722
$456K 0.02%
+10,406
723
$454K 0.02%
+22,597
724
$454K 0.02%
16,497
-7,470
725
$454K 0.02%
6,581
+1,333
27 28
29
30 31