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
$463M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$3.06M
3 +$2.33M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.36M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.09M

Sector Composition

1 Materials 0.56%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$851K 0.18%
12,522
-11,086
27
$376K 0.08%
12,682
+161
28
-10,522
29
-25,567