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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 $1,817,141,189
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 657,292 $408,112,836 22.46%
2.
Ishares Trust
 IEF 2,057,875 $127,629,380 7.02%
3.
Vanguard Tax-Managed Fds
 1,889,732 $107,733,611 5.93%
4.
Ishares Trust
 IEF 590,817 $64,570,409 3.55%
5.
Ishares Tr - 0-5 YR TIPS ETF
 387,831 $39,911,675 2.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)