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
801
$356K 0.01%
+14,369
802
$356K 0.01%
+17,117
803
$356K 0.01%
4,938
+9
804
$356K 0.01%
+25,700
805
$355K 0.01%
+2,090
806
$355K 0.01%
3,117
-666
807
$353K 0.01%
17,974
-892
808
$352K 0.01%
11,286
+645
809
$350K 0.01%
+2,270
810
$349K 0.01%
48,788
+3,225
811
$349K 0.01%
+17,277
812
$348K 0.01%
+11,873
813
$348K 0.01%
4,375
+208
814
$347K 0.01%
8,572
815
$346K 0.01%
36,218
+1,500
816
$346K 0.01%
9,029
-469
817
$345K 0.01%
6,175
-117
818
$345K 0.01%
7,203
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819
$344K 0.01%
+25,599
820
$344K 0.01%
6,423
-7,533
821
$344K 0.01%
751
-11
822
$343K 0.01%
+16,727
823
$343K 0.01%
7,531
+718
824
$342K 0.01%
11,366
825
$342K 0.01%
23,935
+3,330
31 32
33
34 35