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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 $2,137,686,965
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 533,533 $408,605,923 19.11%
2.
Vanguard Tax-Managed Fds
 2,347,348 $165,746,218 7.75%
3.
Ishares Trust
 IEF 1,979,430 $142,419,977 6.66%
4.
Ishares Trust
 IEF 556,428 $75,696,485 3.54%
5.
Vanguard Index Fds - MRNGSTR VAL ETF
 271,643 $58,696,558 2.75%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.