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
$396M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$29.6M
3
+$29.3M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$7.78M
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$2.56M

Top Sells

1
+$40.4M
2
+$5.04M
3
+$3.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.64M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$772K

Sector Composition

1 Technology 0.86%
2 Materials 0.6%
3 Energy 0.17%
4 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.41%
33,060
-6,264
27
$1.5M 0.38%
7,614
+502
28
$1.34M 0.34%
3,550
-5
29
$1.29M 0.32%
30,911
-77
30
$958K 0.24%
9,277
+33
31
$941K 0.24%
18,232
-447
32
$837K 0.21%
+6,119
33
$693K 0.17%
+1,398
34
$657K 0.17%
8,456
-34,036
35
$623K 0.16%
18,496
-1,239
36
$557K 0.14%
+5,058
37
$549K 0.14%
4,818
+1,383
38
$462K 0.12%
3,085
+660
39
$404K 0.1%
+1,473
40
$395K 0.1%
6,329
+105
41
$379K 0.1%
+1,823
42
$333K 0.08%
8,314
-337
43
$329K 0.08%
+2,293
44
$326K 0.08%
3,662
-16
45
$308K 0.08%
3,611
+4
46
$220K 0.06%
1,274
47
$216K 0.05%
+523
48
– –
-2,085
49
– –
-5,621
50
– –
-63,337
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