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
$233M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$1.59M
3
+$1.48M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$1.24M

Top Sells

1
+$2.36M
2
+$1.59M
3
+$1.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$598K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$587K

Sector Composition

1 Technology 0.95%
2 Materials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.46%
7,359
+1,742
27
$1.02M 0.44%
27,519
-1,412
28
$643K 0.28%
+3,922
29
$447K 0.19%
4,133
30
$422K 0.18%
3,430
-254
31
$362K 0.16%
5,940
32
$346K 0.15%
8,651
33
$261K 0.11%
4,336
34
$250K 0.11%
2,165
35
$244K 0.1%
3,261
+2
36
$203K 0.09%
+1,900
1
2