SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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
+$10.7M
2
+$9.65M
3
+$8.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.57M
5
FDX icon
FedEx
FDX
+$6.5M

Top Sells

1
+$16.9M
2
+$10.6M
3
+$6.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.35M
5
NVDA icon
NVIDIA
NVDA
+$5.76M

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%
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906
$287K 0.01%
18,200
-755
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
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2,559
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912
$284K 0.01%
12,994
-4,282
913
$283K 0.01%
+10,500
914
$283K 0.01%
+4,038
915
$283K 0.01%
5,676
+221
916
$282K 0.01%
18,051
-8,487
917
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918
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5,158
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920
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21,771
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921
$281K 0.01%
1,371
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922
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2,418
-32
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