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
$268M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.51M
3
+$2.41M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.27M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.1M

Top Sells

1
+$1.3M
2
+$761K
3
+$375K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$197K
5
VUG icon
Vanguard Growth ETF
VUG
+$151K

Sector Composition

1 Technology 2.1%
2 Materials 0.45%
3 Healthcare 0.1%
4 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.52%
27,574
+550
27
$1.22M 0.45%
3,253
-225
28
$1.21M 0.45%
26,880
-639
29
$1.1M 0.41%
+8,995
30
$1.03M 0.38%
4,960
-458
31
$778K 0.29%
+12,937
32
$457K 0.17%
8,845
+194
33
$448K 0.17%
3,500
34
$439K 0.16%
3,443
+451
35
$433K 0.16%
5,940
36
$375K 0.14%
2,636
+35
37
$353K 0.13%
4,336
38
$348K 0.13%
11,280
+1,498
39
$302K 0.11%
3,267
+3
40
$256K 0.1%
+3,275
41
$254K 0.09%
2,165
42
$248K 0.09%
+1,053
43
$224K 0.08%
+1,274
1
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