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
876
$308K 0.01%
+9,246
877
$308K 0.01%
5,680
+4
878
$308K 0.01%
21,646
-1,368
879
$307K 0.01%
3,511
+158
880
$306K 0.01%
6,760
+178
881
$305K 0.01%
4,185
-86
882
$303K 0.01%
3,040
-600
883
$303K 0.01%
3,958
-380
884
$303K 0.01%
4,030
+35
885
$303K 0.01%
7,879
-3,034
886
$302K 0.01%
1,051
+152
887
$301K 0.01%
23,437
-4,758
888
$300K 0.01%
1,294
-111
889
$300K 0.01%
8,535
-14,665
890
$298K 0.01%
23,808
+39
891
$297K 0.01%
7,616
+256
892
$296K 0.01%
4,592
+59
893
$295K 0.01%
8,729
-28
894
$295K 0.01%
910
-19,462
895
$294K 0.01%
2,151
-79
896
$293K 0.01%
1,254
-89
897
$291K 0.01%
+23,879
898
$291K 0.01%
+6,417
899
$291K 0.01%
1,610
-4,191
900
$291K 0.01%
5,920
-4,745
34 35
36
37 38