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
$3.18B
AUM Growth
+$1.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$86.7M
3
+$40M
4
MSFT icon
Microsoft
MSFT
+$38.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$37.1M

Top Sells

1
+$2.35M
2
+$1.88M
3
+$1.54M
4
SMCI icon
Super Micro Computer
SMCI
+$1.5M
5
HTGC icon
Hercules Capital
HTGC
+$866K

Sector Composition

1 Technology 12.93%
2 Healthcare 4.36%
3 Consumer Discretionary 4.33%
4 Financials 3.96%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$376K 0.01%
13,906
+1,078
877
$375K 0.01%
+3,029
878
$375K 0.01%
+28,289
879
$372K 0.01%
+1,190
880
$370K 0.01%
+5,968
881
$369K 0.01%
+6,737
882
$366K 0.01%
+9,035
883
$362K 0.01%
+2,276
884
$354K 0.01%
+368
885
$353K 0.01%
3,313
+536
886
$353K 0.01%
+1,422
887
$352K 0.01%
9,467
+2,846
888
$350K 0.01%
+4,450
889
$349K 0.01%
+19,711
890
$349K 0.01%
622
+264
891
$348K 0.01%
+3,213
892
$347K 0.01%
+11,696
893
$346K 0.01%
+7,101
894
$346K 0.01%
21,179
+11,161
895
$346K 0.01%
+2,086
896
$345K 0.01%
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897
$345K 0.01%
1,974
-961
898
$344K 0.01%
+8,222
899
$342K 0.01%
+3,333
900
$341K 0.01%
3,499
+1,299
34 35
36
37 38