SI
| |
Sigma Investment Management Co13F | |
| Sigma Investment Management Co | |
| Last update 2019-02-07 | 18 Stocks (3 new) |
| Value $124.00 Mil | Turnover 10 % |
| Portfolio Report | |
Sigma Investment Management Co... Top Holdings of 2018-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 512,496 | 54576.000 | -2.76% | 43.920 | -1.26% | 0.060 | -1.89% | -0.90% | 118578.483 | ||
IWV | iShares Russell 3000 ETF | 154,223 | 22658.000 | +2.87% | 18.240 | +0.51% | 0.340 | +11.67% | +20.24% | 15107.506 | ||
MTUM | iShares MSCI USA Momentum Factor ETF | 162,127 | 16250.000 | +7.75% | 13.080 | +0.94% | 0.230 | +16.69% | +30.50% | 10421.389 | ||
VXUS | Vanguard Total International Stock | 199,105 | 9402.000 | +6.38% | 7.570 | +0.45% | 0.020 | +8.20% | +8.33% | 75506.323 | ||
MUB | iShares National Muni Bond ETF | 76,187 | 8307.000 | +44.03% | 6.690 | +2.05% | 0.030 | -0.83% | -1.02% | 39745.439 | ||
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 66,544 | 3777.000 | New Holding | 3.040 | +3.04% | 0.020 | +11.68% | +20.36% | 62339.706 | ||
TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | 62,452 | 3005.000 | +209.83% | 2.420 | +1.64% | 0.060 | -1.35% | -2.09% | 3536.684 | ||
IXUS | iShares Core MSCI Total International Stock ETF | 31,236 | 1641.000 | New Holding | 1.320 | +1.32% | 0.010 | +8.54% | +8.49% | 38596.562 | ||
SJM | JM Smucker Co | 16,842 | 1575.000 | -7.04% | 1.270 | -0.11% | 0.020 | -2.87% | -5.43% | 12384.620 | Consumer Packaged Goods | |
SHV | iShares Short Treasury Bond ETF | 6,014 | 663.000 | -6.24% | 0.530 | -0.04% | 0.000 | -0.01% | +0.04% | 18146.878 |
Sigma Investment Management Co's Historical Top Holdings Breakdowns
Sigma Investment Management Co Total Holding History ($B)
Sigma Investment Management Co's Asset Allocation
Sigma Investment Management Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sigma Investment Management Co's Hypothetical Growth since 2018-12-31
Sigma Investment Management Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sigma Investment Management Co's Holdings Heat Map
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Sigma Investment Management Co's Holdings Bubble Chart
Sigma Investment Management Co News
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