SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$6.5M
3 +$5.59M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$5.12M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.36M

Top Sells

1 +$13.3M
2 +$12.8M
3 +$12.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.2M

Sector Composition

1 Technology 11.77%
2 Consumer Discretionary 4.93%
3 Healthcare 4.39%
4 Financials 4.02%
5 Industrials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
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1327
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1328
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1329
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1330
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1331
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1332
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1333
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1334
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1335
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1336
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1337
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1338
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1339
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1340
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1341
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1342
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1343
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1344
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1345
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1346
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1347
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1348
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1349
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1350
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