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
826
$341K 0.01%
26,816
+88
827
$341K 0.01%
+11,135
828
$340K 0.01%
4,866
+268
829
$340K 0.01%
1,291
-27
830
$340K 0.01%
15,296
-1,143
831
$339K 0.01%
+22,320
832
$338K 0.01%
5,796
-10,164
833
$337K 0.01%
11,330
+2,660
834
$336K 0.01%
150
-57
835
$336K 0.01%
38,329
+105
836
$335K 0.01%
+13,149
837
$332K 0.01%
+20,378
838
$332K 0.01%
+65,784
839
$332K 0.01%
1,701
+62
840
$331K 0.01%
+31,974
841
$331K 0.01%
3,383
-2,571
842
$331K 0.01%
+51,152
843
$329K 0.01%
3,720
-280
844
$329K 0.01%
7,230
+613
845
$329K 0.01%
10,920
-705
846
$329K 0.01%
4,872
-6,512
847
$329K 0.01%
+4,593
848
$329K 0.01%
9,800
+2,004
849
$329K 0.01%
156,513
+12,533
850
$326K 0.01%
10,484
-255
32 33
34
35 36