SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $527M
This Quarter Return
+3.52%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$424M
AUM Growth
+$424M
Cap. Flow
+$16.2M
Cap. Flow %
3.82%
Top 10 Hldgs %
82.92%
Holding
32
New
–
Increased
16
Reduced
14
Closed
–

Top Buys

1
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$9.65M
2
SCHP icon
Schwab US TIPS ETF
SCHP
$2.05M
3
VTC icon
Vanguard Total Corporate Bond ETF
VTC
$2.01M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
$1.67M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
$925K

Top Sells

1
SCHX icon
Schwab US Large- Cap ETF
SCHX
$927K
2
VTHR icon
Vanguard Russell 3000 ETF
VTHR
$439K
3
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
$370K
4
CBT icon
Cabot Corp
CBT
$153K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
$65.5K

Sector Composition

1 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTHR icon
26
Vanguard Russell 3000 ETF
VTHR
$3.53B
$2M 0.47%
10,895
-2,395
-18% -$439K
BNDW icon
27
Vanguard Total World Bond ETF
BNDW
$1.33B
$1.63M 0.38%
23,576
+560
+2% +$38.6K
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$1.31M 0.31%
32,468
+564
+2% +$22.8K
VXUS icon
29
Vanguard Total International Stock ETF
VXUS
$102B
$1.31M 0.31%
23,719
+31
+0.1% +$1.71K
EWC icon
30
iShares MSCI Canada ETF
EWC
$3.21B
$677K 0.16%
19,808
+356
+2% +$12.2K
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$515K 0.12%
10,562
-45
-0.4% -$2.19K
IGOV icon
32
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
$406K 0.1%
10,100
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