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
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$3.34M
2 +$3.12M
3 +$1.62M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$735K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$691K

Sector Composition

1 Materials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$869K 0.2%
16,608
27
$417K 0.1%
10,100
28
-20,642