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 | 4.18% |
| 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 | |
|---|---|---|---|---|---|---|
1401
Microchip Technology
MCHP
$55B
| – | – |
-11,770
|
|
||
|
GARP
1402
iShares MSCI USA Quality GARP ETF
GARP
$1.9B
| – | – |
-3,250
|
|
||
1403
Insulet
PODD
$11.1B
| – | – |
-2,212
|
|
||
1404
Pool Corp
POOL
$6.94B
| – | – |
-2,193
|
|
||
1405
Parsons
PSN
$5.48B
| – | – |
-2,495
|
|
||
1406
PTC
PTC
$17.6B
| – | – |
-1,196
|
|