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Home > Institutional Investor > Sigma Investment Counselors Inc > Profile

Instuitional Investor - Sigma Investment Counselors Inc

Fund Profile
Filing Period:
Fund Name: Sigma Investment Counselors Inc
Portfolio Value $1,416,847,909
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 636,783 $304,146,695 21.46%
2.
Ishares Trust
 IEF 392,864 $108,882,269 7.68%
3.
Vanguard Tax-Managed Fds
 1,771,957 $84,876,762 5.99%
4.
Ishares Trust
 IEF 586,234 $63,459,862 4.47%
5.
Spdr Ser Tr
 1,395,030 $35,071,044 2.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)