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
$424M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.01M
3
+$1.67M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$925K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$776K

Top Sells

1
+$927K
2
+$439K
3
+$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 Change
in Stake 		Capital Flow
26
$2M 0.47%
10,895
-2,395
27
$1.63M 0.38%
23,576
+560
28
$1.31M 0.31%
32,468
+564
29
$1.31M 0.31%
23,719
+31
30
$677K 0.16%
19,808
+356
31
$515K 0.12%
10,562
-45
32
$406K 0.1%
10,100
1
2