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
$210M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.7M
3
+$1.69M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$802K

Top Sells

1
+$450K
2
+$231K
3
+$609

Sector Composition

1 Technology 0.87%
2 Materials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$274K 0.13%
3,936
27
$268K 0.13%
2,457
+1
28
$230K 0.11%
3,124
+2
29
$218K 0.1%
+2,888
30
$207K 0.1%
+3,987
31
$64K 0.03%
+11,426
32
– –
-7,911
1
2