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
$244M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.12M
3
+$2.11M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$912K
5
AAPL icon
Apple
AAPL
+$634K

Top Sells

1
+$2.22M
2
+$1.32M
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$413K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$190K

Sector Composition

1 Materials 0.41%
2 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$992K 0.41%
27,519
27
$955K 0.39%
5,418
+1,496
28
$634K 0.26%
+5,472
29
$394K 0.16%
3,500
-633
30
$381K 0.16%
8,651
31
$378K 0.15%
5,940
32
$378K 0.15%
2,992
-438
33
$288K 0.12%
2,601
+701
34
$268K 0.11%
+9,782
35
$265K 0.11%
4,336
36
$263K 0.11%
3,264
+3
37
$251K 0.1%
2,165
38
– –
-15,906
1
2