SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.6%
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
+$3.05M
3
+$2.31M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.38M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.08M

Top Sells

1
+$1.22M
2
+$752K
3
+$490K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$384K
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$329K

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
1
2