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
751
$418K 0.01%
7,393
+425
752
$418K 0.01%
10,246
+790
753
$417K 0.01%
11,406
+31
754
$413K 0.01%
30,939
+1,190
755
$412K 0.01%
2,756
-301
756
$407K 0.01%
7,067
+29
757
$407K 0.01%
27,601
-714
758
$405K 0.01%
10,871
-2,897
759
$404K 0.01%
3,720
-189
760
$401K 0.01%
11,975
-20
761
$398K 0.01%
12,491
-246
762
$397K 0.01%
27,044
+95
763
$395K 0.01%
6,194
+524
764
$391K 0.01%
+11,334
765
$390K 0.01%
137
+18
766
$389K 0.01%
6,570
-1,434
767
$388K 0.01%
7,746
-442
768
$388K 0.01%
7,387
+19
769
$387K 0.01%
+3,855
770
$387K 0.01%
1,176
-19,140
771
$386K 0.01%
1,416
-1,395
772
$386K 0.01%
2,207
+117
773
$385K 0.01%
10,286
+72
774
$385K 0.01%
6,976
+1,548
775
$381K 0.01%
7,781
+1,134
29 30
31
32 33