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
976
$249K 0.01%
+2,783
977
$248K 0.01%
4,234
+110
978
$247K 0.01%
+2,539
979
$246K 0.01%
8,540
-5,035
980
$246K 0.01%
5,290
-522
981
$244K 0.01%
4,478
-5,586
982
$244K 0.01%
14,512
-603
983
$244K 0.01%
+14,826
984
$243K 0.01%
7,516
-38,167
985
$243K 0.01%
+3,159
986
$242K 0.01%
+3,190
987
$240K 0.01%
+3,729
988
$240K 0.01%
4,373
-174
989
$238K 0.01%
+1,800
990
$237K 0.01%
+5,516
991
$237K 0.01%
4,560
+12
992
$237K 0.01%
+754
993
$237K 0.01%
5,820
-3,385
994
$236K 0.01%
13,300
-15,481
995
$236K 0.01%
8,965
+794
996
$235K 0.01%
2,038
-24
997
$235K 0.01%
+7,760
998
$235K 0.01%
+5,596
999
$235K 0.01%
3,817
-15,717
1000
$234K 0.01%
11,171
+702
38 39
40
41 42