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
$426M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$715K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$613K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$426K

Top Sells

1
+$2.39M
2
+$1.63M
3
+$1.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$515K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$391K

Sector Composition

1 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.43%
12,805
-2,121
27
$1.77M 0.42%
25,886
+2,310
28
$1.47M 0.34%
36,066
+3,598
29
$1.31M 0.31%
+14,250
30
$1.05M 0.25%
18,659
-5,060
31
$668K 0.16%
19,105
-703
32
$400K 0.09%
10,100
33
– –
-10,562
1
2