SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.52B
1-Year Est. Return
21.17%
1 Year Est. Return
+21.17%
AUM
$3.52B
AUM Growth
+$191M
(+5.7%)
Holding
1,382
Top Buys
| 1 | +$4.48M | |
| 2 | +$3.91M | |
| 3 | +$3.63M | |
| 4 |
Chevron
CVX
|
+$3.39M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.2M |
Top Sells
| 1 | +$13.4M | |
| 2 | +$10M | |
| 3 | +$9.92M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$8.93M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$8.21M |
Sector Composition
| 1 | Technology | 15.64% |
| 2 | Financials | 4.48% |
| 3 | Consumer Discretionary | 4.25% |
| 4 | Industrials | 3.55% |
| 5 | Communication Services | 3.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Whirlpool
WHR
$4.35B
| – | – |
-2,347
|
|
||
1377
Xeris Biopharma Holdings
XERS
$1.08B
| – | – |
-10,050
|
|
||
1378
Zimmer Biomet
ZBH
$18.6B
| – | – |
-2,612
|
|
||
1379
Loar Holdings
LOAR
$6.26B
| – | – |
-2,637
|
|
||
|
LB
1380
LandBridge Co
LB
$1.68B
| – | – |
-9,034
|
|
||
|
MAXJ
1381
iShares Large Cap Max Buffer Jun ETF
MAXJ
$162M
| – | – |
-8,687
|
|
||
|
FLOC
1382
Flowco Holdings
FLOC
$510M
| – | – |
-20,000
|
|