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
$128M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$2.69M
3
+$2.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$859K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$704K

Top Sells

1
+$1.51M
2
+$521K
3
+$400K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$385K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$377K

Sector Composition

1 Industrials 0.85%
2 Technology 0.43%
3 Materials 0.15%
4 Financials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$195K 0.15%
2,626
-7,018
27
$192K 0.15%
6,075
28
$176K 0.14%
3,294
29
$158K 0.12%
4,832
-880
30
$157K 0.12%
3,283
-2,925
31
$142K 0.11%
6,195
-16,468
32
$127K 0.1%
2,482
-268
33
$124K 0.1%
1,524
-22
34
$122K 0.1%
3,502
-2,412
35
$121K 0.09%
926
36
$93K 0.07%
958
-53
37
$93K 0.07%
1,689
38
$89K 0.07%
1,014
39
$81K 0.06%
742
-1,528
40
$81K 0.06%
+4,350
41
$70K 0.05%
1,336
-1,114
42
$61K 0.05%
2,586
43
$46K 0.04%
383
+128
44
$40K 0.03%
692
+95
45
$40K 0.03%
+458
46
$36K 0.03%
332
-202
47
$36K 0.03%
+400
48
$32K 0.03%
446
49
$31K 0.02%
415
50
$25K 0.02%
+900
1
2
3 4