SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
+4.94%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$268M
AUM Growth
+$268M
(+9.7%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
78.31%
Holding
43
New
6
Increased
19
Reduced
15
Closed
–
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$3.14M |
| 2 |
Apple
AAPL
|
$2.51M |
| 3 |
CCMP
CMC Materials, Inc. Common Stock
CCMP
|
$2.41M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.27M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.1M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$761K |
| 3 |
Vanguard Total Bond Market
BND
|
$375K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$197K |
| 5 |
Vanguard Growth ETF
VUG
|
$151K |
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Materials | 0.45% |
| 3 | Healthcare | 0.1% |
| 4 | Consumer Discretionary | 0.09% |
