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
726
$453K 0.02%
2,274
-110
727
$451K 0.02%
21,027
+3,340
728
$448K 0.02%
19,049
-2,091
729
$447K 0.02%
+1,229
730
$447K 0.02%
27,724
+2,332
731
$447K 0.02%
6,440
-3,922
732
$446K 0.02%
17,845
+76
733
$445K 0.02%
2,467
-1,595
734
$445K 0.02%
+10,081
735
$445K 0.02%
+15,300
736
$442K 0.02%
7,589
-184
737
$441K 0.02%
11,774
+1,506
738
$441K 0.02%
9,956
+165
739
$441K 0.02%
22,046
+6,496
740
$437K 0.02%
+13,071
741
$435K 0.02%
5,849
+945
742
$434K 0.02%
10,755
+2,298
743
$433K 0.02%
+2,625
744
$432K 0.01%
+6,642
745
$432K 0.01%
20,379
+1,028
746
$426K 0.01%
27,834
+2,100
747
$425K 0.01%
8,040
+622
748
$425K 0.01%
2,422
-6,375
749
$423K 0.01%
6,971
-12
750
$419K 0.01%
10,362
+1,270
28 29
30
31 32