SPC

Sigma Planning Corp Portfolio holdings

AUM $3.6B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.77M
3
+$3.58M
4
CVX icon
Chevron
CVX
+$3.38M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.08M

Top Sells

1
+$12.9M
2
+$9.65M
3
+$8.83M
4
ABBV icon
AbbVie
ABBV
+$8.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.83M

Sector Composition

1 Technology 15.66%
2 Financials 4.45%
3 Consumer Discretionary 4.26%
4 Industrials 3.55%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$38.3K ﹤0.01%
1,777
-73
1277
$34.6K ﹤0.01%
1,471
-29
1278
$33.4K ﹤0.01%
21,011
+227
1279
$28K ﹤0.01%
1,621
+7
1280
$24.5K ﹤0.01%
15,807
-2,165
1281
$20.8K ﹤0.01%
+1,600
1282
$16.8K ﹤0.01%
2,767
1283
– –
-4,337
1284
– –
-2,322
1285
– –
-6,947
1286
– –
-20,642
1287
– –
-20,085
1288
– –
-24,327
1289
– –
-4,975
1290
– –
-2,095
1291
– –
-9,354
1292
– –
-9,350
1293
– –
-10,482
1294
– –
-7,388
1295
– –
-33,598
1296
– –
-1,042
1297
– –
-935
1298
– –
-24,000
1299
– –
-4,398
1300
– –
0
50 51
52
53 54