SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.18M
3
+$423K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$388K
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$267K

Top Sells

1
+$716K
2
+$589K
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$201K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$190K

Sector Composition

1 Technology 0.86%
2 Materials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$395K 0.18%
3,500
27
$278K 0.13%
6,479
28
$267K 0.12%
+11,730
29
$255K 0.12%
3,936
30
$247K 0.11%
3,382
-92
31
$241K 0.11%
2,165
32
$213K 0.1%
+2,888
1
2