SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$892K
3
+$848K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$277K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Top Sells

1
+$930K
2
+$303K
3
+$200K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$156K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$142K

Sector Composition

1 Industrials 0.82%
2 Technology 0.43%
3 Materials 0.21%
4 Financials 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$181K 0.14%
3,294
27
$169K 0.13%
3,300
-839
28
$159K 0.12%
1,703
+1,245
29
$146K 0.11%
2,921
-362
30
$142K 0.11%
4,398
-434
31
$127K 0.1%
2,482
32
$123K 0.09%
3,502
33
$122K 0.09%
926
34
$97K 0.07%
1,690
+1
35
$95K 0.07%
958
36
$95K 0.07%
1,014
37
$95K 0.07%
1,134
-390
38
$86K 0.07%
4,350
39
$80K 0.06%
742
40
$69K 0.05%
464
+81
41
$66K 0.05%
2,586
42
$43K 0.03%
+1,200
43
$41K 0.03%
692
44
$39K 0.03%
526
-2,100
45
$37K 0.03%
400
46
$34K 0.03%
446
47
$32K 0.02%
415
48
$29K 0.02%
140
+40
49
$28K 0.02%
149
50
$26K 0.02%
522
-814
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