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
$145M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$524K
3
+$405K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$196K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$67K

Top Sells

1
+$696K
2
+$650K
3
+$330K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$172K
5
VB icon
Vanguard Small-Cap ETF
VB
+$155K

Sector Composition

1 Industrials 0.55%
2 Technology 0.46%
3 Materials 0.24%
4 Communication Services 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$204K 0.14%
3,294
27
$199K 0.14%
3,548
+793
28
$163K 0.11%
3,093
+8
29
$151K 0.1%
4,044
-309
30
$150K 0.1%
1,582
31
$147K 0.1%
2,418
+2
32
$113K 0.08%
2,979
33
$105K 0.07%
1,120
34
$101K 0.07%
1,014
35
$98K 0.07%
1,871
-433
36
$67K 0.05%
463
-463
37
$54K 0.04%
2,534
38
$41K 0.03%
446
-680
39
$38K 0.03%
446
40
$36K 0.02%
255
41
$35K 0.02%
597
42
$27K 0.02%
149
43
$27K 0.02%
600
44
$27K 0.02%
480
45
$25K 0.02%
912
-1,674
46
$24K 0.02%
112
+1
47
$21K 0.01%
500
48
$16K 0.01%
125
49
$15K 0.01%
500
50
$15K 0.01%
177
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2
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