SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.7M
3
+$3.74M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.37M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.79M

Top Sells

1
+$6.61M
2
+$6.52M
3
+$4.12M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.75M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.69M

Sector Composition

1 Consumer Staples 4.98%
2 Technology 4.92%
3 Healthcare 4.68%
4 Industrials 3.92%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
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