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
1076
$205K 0.01%
+1,717
1077
$205K 0.01%
+6,229
1078
$205K 0.01%
+5,405
1079
$204K 0.01%
+1,545
1080
$204K 0.01%
+3,302
1081
$204K 0.01%
+5,546
1082
$204K 0.01%
2,898
-19,902
1083
$203K 0.01%
+6,100
1084
$202K 0.01%
+7,177
1085
$202K 0.01%
12,313
+124
1086
$201K 0.01%
3,701
-101
1087
$201K 0.01%
+3,207
1088
$200K 0.01%
+4,084
1089
$200K 0.01%
+2,949
1090
$200K 0.01%
+7,178
1091
$200K 0.01%
+5,193
1092
$198K 0.01%
30,201
-9,650
1093
$195K 0.01%
13,763
-6,071
1094
$194K 0.01%
12,085
1095
$192K 0.01%
+11,746
1096
$190K 0.01%
10,807
-925
1097
$188K 0.01%
+10,212
1098
$187K 0.01%
30,456
+16,575
1099
$187K 0.01%
12,935
-1,013
1100
$187K 0.01%
+507
42 43
44
45 46