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
851
$326K 0.01%
+4,238
852
$326K 0.01%
6,713
+67
853
$324K 0.01%
2,455
-129
854
$324K 0.01%
5,735
-15,660
855
$324K 0.01%
30,519
+1,267
856
$324K 0.01%
+12,503
857
$324K 0.01%
43,623
-6,200
858
$323K 0.01%
+9,073
859
$323K 0.01%
7,345
+1,446
860
$321K 0.01%
+6,056
861
$321K 0.01%
3,375
+762
862
$321K 0.01%
36,862
-1,200
863
$319K 0.01%
+15,838
864
$319K 0.01%
+4,992
865
$319K 0.01%
9,397
-3,002
866
$317K 0.01%
5,888
+1,104
867
$317K 0.01%
1,958
-24
868
$317K 0.01%
+9,591
869
$316K 0.01%
7,666
-5,813
870
$314K 0.01%
7,467
-8,543
871
$314K 0.01%
29,331
+2,676
872
$313K 0.01%
3,672
-7,427
873
$311K 0.01%
+19,562
874
$310K 0.01%
+11,480
875
$310K 0.01%
5,859
-1,563
33 34
35
36 37