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

Top Buys

1 +$5.6M
2 +$2.14M
3 +$706K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$305K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$248K

Top Sells

1 +$215K
2 +$178K
3 +$156K
4
VTV icon
Vanguard Value ETF
VTV
+$148K
5
CBT icon
Cabot Corp
CBT
+$108K

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