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
$4.89B
| – | – |
-2,347
|
|
||
1377
Xeris Biopharma Holdings
XERS
$1.25B
| – | – |
-10,050
|
|
||
1378
Loar Holdings
LOAR
$7.01B
| – | – |
-2,637
|
|
||
|
LB
1379
LandBridge Co
LB
$1.69B
| – | – |
-9,034
|
|
||
|
MAXJ
1380
iShares Large Cap Max Buffer Jun ETF
MAXJ
$157M
| – | – |
-8,687
|
|
||
1381
Presidio Property Trust Inc Series A Warrants
SQFTW
$418K
| – | – |
-10,218
|
|
||
1382
UWM Holdings
UWMC
$1.64B
| – | – |
-24,198
|
|