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
1051
$213K 0.01%
11,213
1052
$213K 0.01%
+2,919
1053
$213K 0.01%
10,344
-705
1054
$212K 0.01%
+2,792
1055
$212K 0.01%
1,491
-523
1056
$211K 0.01%
20,521
-1,586
1057
$211K 0.01%
+6,979
1058
$211K 0.01%
2,284
-592
1059
$211K 0.01%
+11,651
1060
$210K 0.01%
13,317
+1,349
1061
$210K 0.01%
+5,993
1062
$210K 0.01%
6,866
-9,666
1063
$210K 0.01%
+8,550
1064
$210K 0.01%
3,973
+625
1065
$209K 0.01%
12,852
+1,589
1066
$209K 0.01%
+467
1067
$209K 0.01%
+7,984
1068
$209K 0.01%
+7,729
1069
$209K 0.01%
+8,101
1070
$208K 0.01%
+3,303
1071
$208K 0.01%
2,932
-487
1072
$207K 0.01%
+8,854
1073
$207K 0.01%
3,702
-1,223
1074
$206K 0.01%
+1,631
1075
$206K 0.01%
+123
41 42
43
44 45