SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
-6.3%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$210M
AUM Growth
+$210M
(-12%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-5.25%
Top 10 Holdings %
Top 10 Hldgs %
82.7%
Holding
40
New
–
Increased
9
Reduced
18
Closed
6
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.4M |
| 2 |
Schwab US REIT ETF
SCHH
|
$1.02M |
| 3 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$784K |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$486K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$427K |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$6.55M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.05M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$2.07M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.12M |
| 5 |
Vanguard Total Bond Market
BND
|
$922K |
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Materials | 0.36% |
| 3 | Consumer Staples | 0% |
