SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$805K
3
+$738K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$601K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$173K

Top Sells

1
+$4.25M
2
+$756K
3
+$510K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$209K
5
BND icon
Vanguard Total Bond Market
BND
+$127K

Sector Composition

1 Technology 0.82%
2 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$268K 0.12%
3,936
27
$263K 0.12%
3,468
+341
28
$241K 0.11%
2,888
29
$234K 0.11%
2,165
30
– –
-11,715
1
2