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
$507M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.98M
3
+$1.58M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$1.53M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Top Sells

1
+$541K
2
+$376K
3
+$274K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$254K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$113K

Sector Composition

1 Materials 0.6%
2 Technology 0.37%
3 Energy 0.19%
4 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.39%
+3,453
27
$1.58M 0.31%
+6,770
28
$1.53M 0.3%
+6,038
29
$1.11M 0.22%
+8,770
30
$1M 0.2%
14,227
+1,705
31
$953K 0.19%
+1,077
32
$924K 0.18%
16,608
33
$701K 0.14%
+2,523
34
$678K 0.13%
+3,379
35
$591K 0.12%
+7,027
36
$568K 0.11%
+4,742
37
$521K 0.1%
+6,224
38
$506K 0.1%
+1,608
39
$411K 0.08%
+1,560
40
$403K 0.08%
12,682
41
$378K 0.07%
+8,248
42
$349K 0.07%
+6,083
43
$325K 0.06%
+3,535
44
$319K 0.06%
+741
45
$314K 0.06%
+644
46
$289K 0.06%
+1,461
47
$269K 0.05%
+2,495
48
$247K 0.05%
+1,251
49
$230K 0.05%
+1,372
50
$216K 0.04%
+3,084
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