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
$181M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.81M
2 +$5.96M
3 +$4.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.12M
5
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$1.04M

Top Sells

1 +$1.92M
2 +$790K
3 +$663K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$361K
5
CMPR icon
Cimpress
CMPR
+$282K

Sector Composition

1 Technology 0.46%
2 Materials 0.16%
3 Healthcare 0.12%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$220K 0.12%
+3,117
27
$217K 0.12%
+5,964
28
-2,980