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
$403M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.17M
3
+$3.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.45M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.54M

Top Sells

1
+$1.92M
2
+$1.51M
3
+$1.27M
4
MBB icon
iShares MBS ETF
MBB
+$1.26M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$870K

Sector Composition

1 Materials 0.62%
2 Energy 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.52%
14,941
+1,661
27
$1.54M 0.38%
+23,016
28
$1.24M 0.31%
31,904
-481
29
$1.23M 0.3%
+23,688
30
$637K 0.16%
19,452
+141
31
$495K 0.12%
10,607
-13,164
32
$395K 0.1%
10,100
33
– –
-6,295
34
– –
-8,389
35
– –
-6,329
36
– –
-6,875
37
– –
-13,698
38
– –
-3,662
39
– –
-1,823
40
– –
-3,551
41
– –
-3,078
42
– –
-1,398
43
– –
-3,114
44
– –
-1,693
45
– –
-8,039
46
– –
-9,292
47
– –
-3,796
48
– –
-1,274
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