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
$232M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.94M
3
+$1.83M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$418K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$379K

Top Sells

1
+$12.9M
2
+$1.55M
3
+$494K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$379K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$351K

Sector Composition

1 Technology 1.04%
2 Materials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.21%
4,141
27
$491K 0.21%
4,220
+88
28
$406K 0.18%
6,220
29
$379K 0.16%
9,283
+489
30
$379K 0.16%
+3,680
31
$342K 0.15%
5,842
-4,112
32
$326K 0.14%
4,336
33
$290K 0.13%
+9,877
34
$254K 0.11%
3,388
+2
35
$247K 0.11%
2,165
36
– –
-708
1
2