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
$296M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.98M
3
+$2.9M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$717K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$554K

Top Sells

1
+$394K
2
+$304K
3
+$241K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$166K
5
VTV icon
Vanguard Value ETF
VTV
+$157K

Sector Composition

1 Technology 1.14%
2 Materials 0.48%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.56%
30,407
-1,325
27
$1.53M 0.52%
3,580
+331
28
$1.42M 0.48%
24,999
-639
29
$1.26M 0.43%
5,329
-700
30
$1.23M 0.42%
9,032
+37
31
$859K 0.29%
13,071
+102
32
$813K 0.27%
5,937
+465
33
$621K 0.21%
4,851
+198
34
$488K 0.16%
8,845
-95
35
$469K 0.16%
5,940
36
$431K 0.15%
2,484
-152
37
$404K 0.14%
3,836
-500
38
$373K 0.13%
3,599
+3
39
$362K 0.12%
9,710
-1,091
40
$256K 0.09%
1,274
41
$254K 0.09%
2,165
42
$249K 0.08%
+579
43
$213K 0.07%
1,441
-2,059
44
$201K 0.07%
+2,707
45
– –
-3,275
1
2