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
926
$278K 0.01%
5,154
-262
927
$278K 0.01%
10,950
-3,080
928
$277K 0.01%
5,547
-3,645
929
$277K 0.01%
2,468
-336
930
$276K 0.01%
5,480
-137
931
$276K 0.01%
5,733
932
$276K 0.01%
3,472
-370
933
$275K 0.01%
2,235
-483
934
$275K 0.01%
+19,800
935
$274K 0.01%
31,080
-7,139
936
$273K 0.01%
+8,942
937
$273K 0.01%
6,843
-3,055
938
$273K 0.01%
10,618
+902
939
$273K 0.01%
17,900
-613
940
$272K 0.01%
5,512
-196
941
$272K 0.01%
4,724
942
$271K 0.01%
2,844
+167
943
$270K 0.01%
711
-881
944
$269K 0.01%
15,531
-1,760
945
$269K 0.01%
8,553
+562
946
$269K 0.01%
+446
947
$268K 0.01%
1,539
-292
948
$267K 0.01%
+5,357
949
$267K 0.01%
5,695
-11,955
950
$266K 0.01%
15,235
-2,741
36 37
38
39 40