Sigma Investment Management Co has disclosed 18 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2018-12-31. The current portfolio value is calculated to be $124.00 Mil. The turnover rate is 10%.
In Sigma Investment Management Co's current portfolio as of 2018-12-31, the top 5 holdings are
iShares Core U.S. Aggregate Bond ETF (AGG), iShares Russell 3000 ETF (IWV), iShares MSCI USA Momentum Factor ETF (MTUM), Vanguard Total International Stock (VXUS), iShares National Muni Bond ETF (MUB), not including call and put options.
Sigma Investment Management Co did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Sigma Investment Management Co, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Sigma Investment Management Co, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Sigma Investment Management Co.