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
$398M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.27M
3
+$1.98M
4
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$1.22M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$446K

Top Sells

1
+$8.53M
2
+$4.48M
3
+$2.15M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.05M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.31M

Sector Composition

1 Materials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759K 0.19%
16,608
-97,926
27
$691K 0.17%
20,642
+1,537
28
$375K 0.09%
10,100
29
– –
-247,335
30
– –
-14,250
31
– –
-10,902
32
– –
-18,659
1
2