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
1026
$225K 0.01%
2,137
-569
1027
$225K 0.01%
+11,800
1028
$225K 0.01%
11,644
+422
1029
$223K 0.01%
+1,453
1030
$223K 0.01%
+2,971
1031
$222K 0.01%
+6,785
1032
$221K 0.01%
+2,513
1033
$221K 0.01%
15,650
1034
$220K 0.01%
4,382
-4,663
1035
$220K 0.01%
5,662
-2,605
1036
$220K 0.01%
+5,930
1037
$220K 0.01%
+1,057
1038
$219K 0.01%
18,257
-1,305
1039
$219K 0.01%
21,993
+400
1040
$219K 0.01%
+10,805
1041
$218K 0.01%
+5,393
1042
$218K 0.01%
+8,442
1043
$217K 0.01%
+837
1044
$217K 0.01%
+2,442
1045
$216K 0.01%
+2,257
1046
$216K 0.01%
1,846
+11
1047
$216K 0.01%
+3,353
1048
$215K 0.01%
+9,338
1049
$214K 0.01%
+7,704
1050
– –
0
40 41
42
43 44