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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.7M
3
+$13.8M
4
BND icon
Vanguard Total Bond Market
BND
+$9.32M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.72%
2 Consumer Staples 0.03%
3 Communication Services 0%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$271K 0.24%
+2,471
27
$249K 0.22%
+2,260
28
$241K 0.21%
+3,746
29
$236K 0.21%
+5,687
30
$225K 0.2%
+2,489
31
$216K 0.19%
+2,165
32
$149K 0.13%
+1,776
33
$147K 0.13%
+9,573
34
$91K 0.08%
+1,014
35
$79K 0.07%
+3,222
36
$76K 0.07%
+2,543
37
$74K 0.06%
+1,406
38
$54K 0.05%
+4,220
39
$45K 0.04%
+439
40
$42K 0.04%
+424
41
$38K 0.03%
+824
42
$29K 0.03%
+520
43
$29K 0.03%
+474
44
$26K 0.02%
+226
45
$25K 0.02%
+990
46
$20K 0.02%
+381
47
$19K 0.02%
+399
48
$16K 0.01%
+197
49
$16K 0.01%
+158
50
$15K 0.01%
+174
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