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
$272M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.71M
3
+$1.55M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$659K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$276K

Top Sells

1
+$2.31M
2
+$786K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$248K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$163K

Sector Composition

1 Technology 1.35%
2 Materials 0.49%
3 Healthcare 0.09%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.49%
25,638
-1,242
27
$1.33M 0.49%
6,029
+1,069
28
$1.29M 0.47%
3,249
-4
29
$1.16M 0.42%
8,995
30
$813K 0.3%
12,969
+32
31
$668K 0.25%
5,472
-18,924
32
$584K 0.21%
4,653
+1,210
33
$494K 0.18%
3,500
34
$477K 0.18%
8,940
+95
35
$451K 0.17%
5,940
36
$437K 0.16%
4,336
37
$437K 0.16%
2,636
38
$368K 0.14%
10,801
-479
39
$350K 0.13%
3,596
+329
40
$251K 0.09%
2,165
41
$241K 0.09%
3,275
42
$236K 0.09%
1,274
43
– –
-1,053
1
2