SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+3.52%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$3.15B
AUM Growth
-$26.9M
(-0.84%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-3.44%
Top 10 Holdings %
Top 10 Hldgs %
26.82%
Holding
1,277
New
60
Increased
485
Reduced
607
Closed
97
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$9.52M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$6.94M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$6.29M |
| 4 |
Microsoft
MSFT
|
$5.36M |
| 5 |
Arm
ARM
|
$5.07M |
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Consumer Discretionary | 4.29% |
| 3 | Healthcare | 3.95% |
| 4 | Financials | 3.89% |
| 5 | Industrials | 3.01% |
