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
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%
5,733
931
$276K 0.01%
3,472
-370
932
$276K 0.01%
5,480
-137
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%
10,618
+902
937
$273K 0.01%
17,900
-613
938
$273K 0.01%
+8,942
939
$273K 0.01%
6,843
-3,055
940
$272K 0.01%
5,512
-196
941
$272K 0.01%
9,448
942
$271K 0.01%
2,844
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943
$270K 0.01%
711
-881
944
$269K 0.01%
8,553
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945
$269K 0.01%
15,531
-1,760
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