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SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.6B
1-Year Est. Return
24.63%
This Fund
S&P 500
1 Year Est. Return
+24.63%
AUM
$3.62B
AUM Growth
+$106M
(+3%)
Holding
1,406
Top Buys
| 1 | +$4.06M | |
| 2 | +$4.04M | |
| 3 | +$4M | |
| 4 |
LST
Leuthold Select Industries ETF
LST
|
+$2.86M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$2.34M |
Top Sells
| 1 | +$4.13M | |
| 2 | +$3.22M | |
| 3 | +$3.17M | |
| 4 |
Palantir
PLTR
|
+$2.77M |
| 5 |
MP Materials
MP
|
+$2.34M |
Sector Composition
| 1 | Technology | 15.25% |
| 2 | Consumer Discretionary | 4.19% |
| 3 | Financials | 4.09% |
| 4 | Communication Services | 3.57% |
| 5 | Healthcare | 3.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KMAR
1401
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$33.5M
| – | – |
-28,563
|
|
||
1402
Guidewire Software
GWRE
$9.19B
| – | – |
-2,151
|
|
||
|
HNGE
1403
Hinge Health
HNGE
$5.46B
| – | – |
-11,855
|
|
||
|
JCAP
1404
Jefferson Capital
JCAP
$1B
| – | – |
-20,000
|
|
||
|
BTQ
1405
BTQ Technologies Corp
BTQ
$779M
| – | – |
-11,300
|
|
||
1406
Insulet
PODD
$10.3B
| – | – |
-2,212
|
|