SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.62B
1-Year Est. Return
21.99%
This Fund
S&P 500
1 Year Est. Return
+21.99%
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
Maplebear
CART
$9.09B
| – | – |
-15,046
|
|
||
1377
CAVA Group
CAVA
$8.11B
| – | – |
-2,589
|
|
||
1378
Penumbra
PEN
$13.4B
| – | – |
-1,328
|
|
||
1379
OGE Energy
OGE
$9.06B
| – | – |
-4,591
|
|
||
1380
OppFi
OPFI
$251M
| – | – |
-38,396
|
|
||
1381
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$247M
| – | – |
-4,675
|
|
||
1382
Paymentus
PAY
$3.11B
| – | – |
-32,600
|
|