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
901
$290K 0.01%
483
902
$290K 0.01%
+132,492
903
$290K 0.01%
+6,362
904
$288K 0.01%
1,015
-651
905
$287K 0.01%
18,200
-755
906
$287K 0.01%
+98,492
907
$286K 0.01%
+13,475
908
$286K 0.01%
1,239
-433
909
$285K 0.01%
36,973
-1,395
910
$285K 0.01%
+7,478
911
$285K 0.01%
2,559
+620
912
$284K 0.01%
12,994
-4,282
913
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+10,500
914
$283K 0.01%
+4,038
915
$283K 0.01%
5,676
+221
916
$282K 0.01%
18,051
-8,487
917
$282K 0.01%
+1,742
918
$282K 0.01%
5,158
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919
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920
$282K 0.01%
21,771
+1,138
921
$281K 0.01%
2,418
-32
922
$281K 0.01%
1,371
+91
923
$281K 0.01%
12,164
+21
924
$280K 0.01%
836
+104
925
$279K 0.01%
7,782
-79,455
35 36
37
38 39