SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$8.35M
4
ALGN icon
Align Technology
ALGN
+$7.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.92M

Top Sells

1
+$17.5M
2
+$10.7M
3
+$6.69M
4
ABMD
Abiomed Inc
ABMD
+$6.31M
5
SPGI icon
S&P Global
SPGI
+$6.3M

Sector Composition

1 Technology 11.57%
2 Consumer Discretionary 6.09%
3 Healthcare 4.81%
4 Industrials 4.28%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.09M 0.17%
23,711
-19,540
127
$5.06M 0.17%
30,821
+1,255
128
$5.05M 0.17%
185,252
+2,107
129
$5.04M 0.17%
81,262
-2,917
130
$5.03M 0.17%
52,071
-13,418
131
$5M 0.17%
165,273
+2,001
132
$4.98M 0.17%
54,423
+577
133
$4.96M 0.17%
52,233
+22,935
134
$4.91M 0.17%
24,302
-829
135
$4.91M 0.17%
60,346
+8,012
136
$4.83M 0.16%
127,578
+28,978
137
$4.83M 0.16%
159,393
-4,429
138
$4.76M 0.16%
49,032
+2,631
139
$4.71M 0.16%
36,947
+1,749
140
$4.71M 0.16%
22,148
-1,515
141
$4.7M 0.16%
66,400
-49,055
142
$4.68M 0.16%
155,748
-90,432
143
$4.6M 0.16%
40,630
+5,460
144
$4.53M 0.15%
72,230
-3,854
145
$4.5M 0.15%
52,282
+10,003
146
$4.41M 0.15%
18,966
+2,501
147
$4.41M 0.15%
19,419
+11,834
148
$4.39M 0.15%
15,322
+2,543
149
$4.39M 0.15%
42,695
+30,692
150
$4.34M 0.15%
105,367
-18,330
4 5
6
7 8