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
$121M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$3.03M
3
+$2.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$194K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$153K

Top Sells

1
+$1.81M
2
+$694K
3
+$659K
4
EWC icon
iShares MSCI Canada ETF
EWC
+$597K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$475K

Sector Composition

1 Industrials 1.08%
2 Technology 0.51%
3 Materials 0.19%
4 Financials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$247K 0.2%
2,270
27
$245K 0.2%
4,168
-6
28
$227K 0.19%
6,075
29
$226K 0.19%
5,712
-173
30
$220K 0.18%
5,914
-2,106
31
$194K 0.16%
+3,294
32
$153K 0.13%
+2,750
33
$142K 0.12%
+1,546
34
$135K 0.11%
2,450
-1,491
35
$126K 0.1%
+926
36
$109K 0.09%
+1,011
37
$104K 0.09%
+1,689
38
$96K 0.08%
+1,014
39
$74K 0.06%
+5,180
40
$67K 0.06%
+2,586
41
$62K 0.05%
534
-3,281
42
$38K 0.03%
+597
43
$34K 0.03%
+446
44
$33K 0.03%
+255
45
$33K 0.03%
+415
46
$26K 0.02%
+149
47
$24K 0.02%
+990
48
$21K 0.02%
+100
49
$17K 0.01%
+172
50
$15K 0.01%
+250
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