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
$627M
AUM Growth
-$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1 +$6.74M
2 +$3.33M
3 +$2.62M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.19M
5
SH icon
ProShares Short S&P500
SH
+$1.9M

Top Sells

1 +$3.68M
2 +$3.5M
3 +$3.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.72M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.72M

Sector Composition

1 Healthcare 6.15%
2 Technology 5.66%
3 Consumer Staples 5.27%
4 Financials 4.6%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-3,027
777
-33,099
778
-5,041