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
$160M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.03M
3 +$939K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$309K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$145K

Top Sells

1 +$1.31M
2 +$333K
3 +$301K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$252K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228K

Sector Composition

1 Technology 0.45%
2 Industrials 0.18%
3 Materials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$253K 0.16%
4,496
-164
27
-3,294
28
-5,735