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
$374M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.8M
3
+$24.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.44M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.42M

Top Sells

1
+$20.4M
2
+$19.5M
3
+$2.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.62M
5
CBT icon
Cabot Corp
CBT
+$1.48M

Sector Composition

1 Materials 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.45%
7,112
+709
27
$1.61M 0.43%
3,555
-10
28
$1.43M 0.38%
30,988
+99
29
$1.15M 0.31%
9,244
30
$1.12M 0.3%
18,679
+22
31
$794K 0.21%
19,735
+6,958
32
$602K 0.16%
5,621
-15,085
33
$458K 0.12%
6,224
34
$428K 0.11%
3,435
+41
35
$427K 0.11%
2,425
36
$391K 0.1%
8,651
37
$377K 0.1%
3,678
-3
38
$365K 0.1%
3,607
+1
39
$266K 0.07%
1,274
40
$229K 0.06%
2,085
-80
41
$224K 0.06%
1,441
42
$202K 0.05%
+446
43
$202K 0.05%
3,637
-180
44
– –
-3,731
45
– –
-26,330
46
– –
-14,737
1
2