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
$211M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$989K
3 +$957K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$257K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$134K

Sector Composition

1 Technology 0.87%
2 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$264K 0.13%
3,936
27
$236K 0.11%
2,888
28
$236K 0.11%
2,165
-292
29
$229K 0.11%
3,127
+3
30
$65K 0.03%
11,715
+289
31
-3,987