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
51
$11.4M 0.39%
81,769
+704
52
$10.8M 0.37%
224,745
-15,282
53
$10.8M 0.37%
70,796
+38,136
54
$10.6M 0.37%
813,320
-429,960
55
$10.5M 0.36%
+146,362
56
$10.5M 0.36%
186,043
-23,052
57
$10.3M 0.36%
47,220
+21,076
58
$10.2M 0.35%
39,439
+23,462
59
$10.1M 0.35%
51,646
+10,344
60
$9.77M 0.34%
29,417
+87
61
$9.72M 0.34%
61,615
-141
62
$9.69M 0.33%
103,892
+4,059
63
$9.6M 0.33%
41,408
-603
64
$9.57M 0.33%
109,200
+1,160
65
$9.24M 0.32%
250,942
+20,151
66
$8.97M 0.31%
53,246
+20,558
67
$8.73M 0.3%
578,359
+126,187
68
$8.67M 0.3%
169,137
-2,469
69
$8.66M 0.3%
119,871
+20,371
70
$8.65M 0.3%
149,707
+9,283
71
$8.62M 0.3%
67,531
+9,148
72
$8.49M 0.29%
79,348
+4,166
73
$8.4M 0.29%
284,820
+99,198
74
$8.38M 0.29%
231,428
+122,206
75
$8.35M 0.29%
+91,245
1 2
3
4 5