SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $527M
1-Year Est. Return 6.46%
This Quarter Est. Return
1 Year Est. Return
+6.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1 +$4.55M
2 +$2.17M
3 +$1.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$904K
5
ROE icon
Astoria US Quality Kings ETF
ROE
+$844K

Sector Composition

1 Materials 0.36%