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
176
$3.72M 0.13%
44,028
-1,568
177
$3.67M 0.13%
242,436
+36,186
178
$3.67M 0.12%
40,032
-765
179
$3.66M 0.12%
+32,265
180
$3.65M 0.12%
16,891
-1,184
181
$3.6M 0.12%
14,706
-228
182
$3.53M 0.12%
22,019
+865
183
$3.53M 0.12%
44,235
+3,984
184
$3.53M 0.12%
29,363
+7,504
185
$3.47M 0.12%
86,289
-18,980
186
$3.46M 0.12%
34,315
-10,863
187
$3.44M 0.12%
139,819
+39,027
188
$3.42M 0.12%
31,188
-4,045
189
$3.4M 0.12%
+48,542
190
$3.38M 0.11%
51,266
+810
191
$3.37M 0.11%
47,184
+638
192
$3.32M 0.11%
40,081
+6,532
193
$3.31M 0.11%
131,132
+16,644
194
$3.3M 0.11%
63,181
-11,869
195
$3.28M 0.11%
27,241
-1,952
196
$3.21M 0.11%
37,807
-4,347
197
$3.19M 0.11%
30,555
-3,130
198
$3.17M 0.11%
53,943
-1,312
199
$3.13M 0.11%
33,767
+6,347
200
$3.13M 0.11%
13,621
-1,194
6 7
8
9 10