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
$307M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.65M
3
+$1.35M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$873K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$817K

Top Sells

1
+$249K
2
+$78.4K
3
+$64.1K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$56.8K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.6K

Sector Composition

1 Technology 0.96%
2 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.5%
3,576
-4
27
$1.52M 0.49%
30,332
-75
28
$1.32M 0.43%
5,585
+256
29
$1.21M 0.4%
9,071
+39
30
$1.19M 0.39%
23,721
-1,278
31
$840K 0.27%
5,937
32
$831K 0.27%
13,143
+72
33
$637K 0.21%
4,988
+137
34
$463K 0.15%
5,940
35
$446K 0.15%
8,845
36
$420K 0.14%
2,484
37
$388K 0.13%
3,856
+20
38
$372K 0.12%
10,238
+528
39
$367K 0.12%
3,601
+2
40
$256K 0.08%
1,274
41
$252K 0.08%
2,165
42
$210K 0.07%
1,441
43
$201K 0.07%
2,707
44
$201K 0.07%
+3,797
45
– –
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