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
1126
$122K ﹤0.01%
+12,509
1127
$117K ﹤0.01%
1,834
-489
1128
$111K ﹤0.01%
4,368
-103
1129
$110K ﹤0.01%
+13,000
1130
$107K ﹤0.01%
+11,746
1131
$107K ﹤0.01%
12,375
-1,029
1132
$104K ﹤0.01%
18,264
+403
1133
$102K ﹤0.01%
15,164
-3,800
1134
$102K ﹤0.01%
+21,400
1135
$97K ﹤0.01%
2,864
-200
1136
$92K ﹤0.01%
+13,252
1137
$91K ﹤0.01%
30,740
-6,590
1138
$90K ﹤0.01%
20,052
-3,800
1139
$88K ﹤0.01%
10,000
1140
$80K ﹤0.01%
11,156
-947
1141
$78K ﹤0.01%
11,450
-8,160
1142
$75K ﹤0.01%
10,912
+62
1143
$75K ﹤0.01%
19,296
-160,251
1144
$73K ﹤0.01%
720
+170
1145
$68K ﹤0.01%
12,873
-340
1146
$66K ﹤0.01%
100,000
1147
$61K ﹤0.01%
15,402
+1,995
1148
$61K ﹤0.01%
26,143
+1,400
1149
$59K ﹤0.01%
3,983
+733
1150
$56K ﹤0.01%
+1,201
44 45
46
47 48