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
776
$381K 0.01%
14,971
+2,637
777
$381K 0.01%
3,986
+243
778
$380K 0.01%
+8,233
779
$380K 0.01%
+14,091
780
$375K 0.01%
9,073
-737
781
$375K 0.01%
11,448
-1,356
782
$373K 0.01%
+8,639
783
$372K 0.01%
1,551
-154
784
$372K 0.01%
60,321
+1,828
785
$370K 0.01%
+5,483
786
$370K 0.01%
64,962
+11
787
$370K 0.01%
3,392
-188
788
$369K 0.01%
37,922
-12,454
789
$367K 0.01%
20,598
-1,658
790
$366K 0.01%
4,298
-583
791
$364K 0.01%
13,201
+660
792
$364K 0.01%
6,294
+1,638
793
$363K 0.01%
24,146
-12,911
794
$363K 0.01%
+18,119
795
$361K 0.01%
8,514
-20
796
$360K 0.01%
11,528
-3,617
797
$359K 0.01%
14,096
-261
798
$359K 0.01%
7,289
+27
799
$358K 0.01%
934
-609
800
$356K 0.01%
3,246
-677
30 31
32
33 34