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
$206M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$1.86M
3
+$1.69M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.65M
5
CBT icon
Cabot Corp
CBT
+$979K

Top Sells

1
+$15.5M
2
+$2.3M
3
+$1.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.26M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$879K

Sector Composition

1 Materials 0.83%
2 Technology 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$354K 0.17%
3,500
-26
27
$253K 0.12%
6,479
28
$236K 0.11%
2,165
29
$231K 0.11%
3,936
30
$227K 0.11%
3,474
+6
31
– –
-2,888
1
2