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
951
$263K 0.01%
+10,181
952
$262K 0.01%
7,981
+51
953
$261K 0.01%
2,091
+165
954
$261K 0.01%
+3,411
955
$260K 0.01%
42,141
-11,087
956
$260K 0.01%
68,878
-557
957
$260K 0.01%
5,652
+72
958
$260K 0.01%
4,186
-411
959
$259K 0.01%
+8,700
960
$259K 0.01%
+6,074
961
$259K 0.01%
1,202
962
$259K 0.01%
+3,900
963
$258K 0.01%
+7,243
964
$258K 0.01%
5,548
-147
965
$258K 0.01%
2,587
+268
966
$258K 0.01%
6,264
-70
967
$256K 0.01%
5,416
+47
968
$255K 0.01%
6,354
+112
969
$253K 0.01%
+1,215
970
$253K 0.01%
+10,285
971
$253K 0.01%
4,933
-12
972
$253K 0.01%
11,780
+1,410
973
$251K 0.01%
7,474
-4,537
974
$250K 0.01%
24,071
+661
975
$250K 0.01%
5,356
+52
37 38
39
40 41