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
76
$8.3M 0.28%
70,130
+16,663
77
$8.23M 0.28%
63,270
-4,933
78
$8.21M 0.28%
21,781
+1,182
79
$7.95M 0.27%
89,785
+30,330
80
$7.94M 0.27%
305,175
+246,947
81
$7.76M 0.26%
15,526
+566
82
$7.67M 0.26%
47,703
+14,144
83
$7.54M 0.26%
85,526
-17,105
84
$7.48M 0.25%
21,332
+2,211
85
$7.41M 0.25%
+13,859
86
$7.34M 0.25%
62,223
-22
87
$7.32M 0.25%
49,343
+2,209
88
$7.27M 0.25%
35,165
+400
89
$7.25M 0.25%
69,396
-295
90
$7.08M 0.24%
172,740
-3,441
91
$6.94M 0.24%
35,639
+1,959
92
$6.92M 0.24%
115,195
-35,483
93
$6.87M 0.23%
107,742
+35,418
94
$6.71M 0.23%
417,856
+6,648
95
$6.59M 0.22%
127,949
+17,954
96
$6.51M 0.22%
304,446
+19,062
97
$6.43M 0.22%
+127,122
98
$6.33M 0.22%
55,785
+2,066
99
$6.29M 0.21%
5,857
+1,302
100
$6.24M 0.21%
17,469
-53
2 3
4
5 6