SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$792K
3
+$668K
4
VUG icon
Vanguard Growth ETF
VUG
+$305K
5
VTV icon
Vanguard Value ETF
VTV
+$182K

Top Sells

1
+$493K
2
+$156K
3
+$143K
4
CMPR icon
Cimpress
CMPR
+$141K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$55.9K

Sector Composition

1 Industrials 0.63%
2 Technology 0.38%
3 Materials 0.22%
4 Financials 0.09%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$191K 0.13%
3,294
27
$163K 0.11%
3,085
-190
28
$150K 0.11%
4,353
29
$149K 0.1%
2,755
-29
30
$147K 0.1%
1,582
+1
31
$140K 0.1%
2,416
+9
32
$134K 0.09%
926
33
$111K 0.08%
2,304
+403
34
$109K 0.08%
2,979
35
$101K 0.07%
958
36
$100K 0.07%
+1,120
37
$97K 0.07%
1,014
38
$96K 0.07%
1,126
-8
39
$67K 0.05%
2,586
40
$55K 0.04%
2,534
41
$39K 0.03%
255
42
$38K 0.03%
446
43
$33K 0.02%
597
-57
44
$26K 0.02%
480
45
$25K 0.02%
149
46
$24K 0.02%
+442
47
$23K 0.02%
111
48
$23K 0.02%
+600
49
$22K 0.02%
+89
50
$20K 0.01%
+318
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