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
$210M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.02M
3
+$784K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$486K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$427K

Top Sells

1
+$6.55M
2
+$3.05M
3
+$2.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.12M
5
BND icon
Vanguard Total Bond Market
BND
+$922K

Sector Composition

1 Technology 0.87%
2 Materials 0.36%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$648K 0.31%
5,617
+1,017
27
$579K 0.28%
24,185
+1,692
28
$434K 0.21%
3,684
-537
29
$398K 0.19%
4,133
30
$318K 0.15%
5,940
31
$295K 0.14%
8,651
32
$245K 0.12%
2,165
33
$217K 0.1%
4,336
34
$205K 0.1%
3,259
-133
35
– –
-3,124
36
– –
-11,693
37
– –
-4,072
38
– –
-1,630
39
– –
-3,122
40
– –
-4,104
1
2