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
$97.9M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$1.03M
3
+$594K
4
VB icon
Vanguard Small-Cap ETF
VB
+$351K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$183K

Top Sells

1
+$11.7M
2
+$9.96M
3
+$1.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.2M

Sector Composition

1 Industrials 1.19%
2 Financials 0.19%
3 Consumer Staples 0.04%
4 Consumer Discretionary 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$324K 0.33%
5,502
-566
27
$321K 0.33%
38,610
-18,654
28
$292K 0.3%
2,669
-426
29
$280K 0.29%
7,720
-175
30
$273K 0.28%
2,471
31
$228K 0.23%
3,746
32
$225K 0.23%
2,400
-89
33
$214K 0.22%
5,447
-240
34
$183K 0.19%
+1,222
35
$155K 0.16%
1,770
-6
36
$154K 0.16%
1,460
-705
37
$120K 0.12%
2,240
-3,185
38
$96K 0.1%
1,014
39
$83K 0.08%
3,222
40
$80K 0.08%
1,406
41
$51K 0.05%
847
+373
42
$47K 0.05%
439
43
$44K 0.04%
424
44
$39K 0.04%
1,363
-1,180
45
$36K 0.04%
2,600
-1,620
46
$28K 0.03%
+625
47
$28K 0.03%
+295
48
$27K 0.03%
520
49
$26K 0.03%
226
50
$19K 0.02%
381
1
2
3 4