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
$155M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.14M
3
+$696K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$303K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$242K

Top Sells

1
+$215K
2
+$176K
3
+$148K
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$140K
5
CMPR icon
Cimpress
CMPR
+$104K

Sector Composition

1 Technology 0.48%
2 Industrials 0.27%
3 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$228K 0.15%
3,294
27
– –
-3,070
1
2