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
$137M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.98M
3
+$390K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$285K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$178K

Top Sells

1
+$1.08M
2
+$673K
3
+$357K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$218K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$207K

Sector Composition

1 Industrials 0.75%
2 Technology 0.38%
3 Materials 0.24%
4 Financials 0.1%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$185K 0.14%
3,294
27
$171K 0.12%
3,275
-25
28
$149K 0.11%
4,353
-45
29
$149K 0.11%
2,784
+302
30
$142K 0.1%
1,581
-2,305
31
$139K 0.1%
2,407
+717
32
$131K 0.1%
926
33
$109K 0.08%
2,979
-523
34
$98K 0.07%
958
35
$95K 0.07%
1,901
-1,020
36
$95K 0.07%
1,014
37
$94K 0.07%
1,134
38
$66K 0.05%
2,586
39
$52K 0.04%
2,534
-1,816
40
$39K 0.03%
255
-209
41
$37K 0.03%
654
-38
42
$36K 0.03%
446
43
$27K 0.02%
149
44
$26K 0.02%
480
-42
45
$25K 0.02%
267
-133
46
$23K 0.02%
111
-29
47
$15K 0.01%
500
48
$14K 0.01%
500
49
$14K 0.01%
125
50
$14K 0.01%
177
-238
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2
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