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
$237M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.94M
3
+$1.99M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$1.68M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.26M

Top Sells

1
+$4.96M
2
+$2.54M
3
+$958K
4
BND icon
Vanguard Total Bond Market
BND
+$836K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$329K

Sector Composition

1 Technology 1.07%
2 Materials 0.66%
3 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 0.32%
4,600
+249
27
$705K 0.3%
22,493
+12,616
28
$538K 0.23%
4,133
-8
29
$492K 0.21%
4,221
+1
30
$412K 0.17%
5,940
-280
31
$390K 0.16%
+3,122
32
$388K 0.16%
8,651
-632
33
$349K 0.15%
4,336
34
$275K 0.12%
3,392
+4
35
$247K 0.1%
2,165
36
$243K 0.1%
4,104
-1,738
37
$229K 0.1%
+3,124
38
$225K 0.09%
+4,072
39
$223K 0.09%
+1,630
40
$170K 0.07%
+11,693
1
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