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
$234M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$4.08M
2 +$1.02M
3 +$979K
4
VUG icon
Vanguard Growth ETF
VUG
+$468K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$454K

Top Sells

1 +$836K
2 +$516K
3 +$115K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$92K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$73.7K

Sector Composition

1 Materials 0.81%
2 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$477K 0.2%
4,132
-146
27
$409K 0.18%
6,220
+2,284
28
$377K 0.16%
8,794
+2,315
29
$322K 0.14%
4,336
+1,448
30
$280K 0.12%
11,730
31
$254K 0.11%
3,386
+4
32
$245K 0.1%
2,165
33
$209K 0.09%
+708