Sigma Investment Management as of Dec. 31, 2017
Portfolio Holdings for Sigma Investment Management
Sigma Investment Management holds 16 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman Aggregate Bond (AGG) | 46.1 | $56M | 511k | 109.33 | |
| iShares Russell 3000 Index (IWV) | 21.4 | $26M | 164k | 158.17 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 12.4 | $15M | 146k | 103.13 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 9.2 | $11M | 196k | 56.81 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 6.0 | $7.2M | 65k | 110.74 | |
| J.M. Smucker Company (SJM) | 1.9 | $2.3M | 18k | 124.24 | |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.8 | $987k | 20k | 48.97 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.5 | $656k | 6.0k | 110.23 | |
| Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf | 0.3 | $371k | 15k | 24.10 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $348k | 4.3k | 81.48 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.3 | $349k | 6.4k | 54.37 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $331k | 958.00 | 345.51 | |
| iShares S&P 500 Index (IVV) | 0.2 | $265k | 985.00 | 269.04 | |
| Wells Fargo & Company (WFC) | 0.2 | $209k | 3.4k | 60.79 | |
| Key (KEY) | 0.2 | $208k | 10k | 20.16 | |
| Vbi Vaccines | 0.0 | $53k | 13k | 4.25 |
