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
$196M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.22M
3 +$1.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$652K
5
VUG icon
Vanguard Growth ETF
VUG
+$585K

Top Sells

1 +$847K
2 +$348K
3 +$321K
4
EW icon
Edwards Lifesciences
EW
+$217K
5
VTV icon
Vanguard Value ETF
VTV
+$161K

Sector Composition

1 Technology 0.48%
2 Materials 0.16%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$305K 0.16%
+6,479
27
$277K 0.14%
+3,936
28
$272K 0.14%
2,456
+2
29
$232K 0.12%
3,122
+5
30
-5,964