SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+7.2%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$2.27B
AUM Growth
+$196M
(+9.4%)
Cap. Flow
+$68.7M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
20.52%
Holding
1,122
New
134
Increased
512
Reduced
369
Closed
86
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.7M |
| 2 |
NextEra Energy, Inc.
NEE
|
$6.15M |
| 3 |
Chipotle Mexican Grill
CMG
|
$6.11M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.44M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$5.11M |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Financials | 4.7% |
| 3 | Healthcare | 4.18% |
| 4 | Industrials | 4% |
| 5 | Consumer Discretionary | 3.82% |
