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
$482M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.71M
3
+$951K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$942K
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$852K

Top Sells

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
+$1.47M

Sector Composition

1 Materials 0.49%
2 Energy 0%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.31%
11,615
+2,845
27
$924K 0.19%
16,608
28
$867K 0.18%
11,386
+4,359
29
$370K 0.08%
12,682
30
– –
-6,770
31
– –
-3,084
32
– –
-3,453
33
– –
-3,231
34
– –
-3,379
35
– –
-1,461
36
– –
-8,630
37
– –
-3,273
38
– –
-3,535
39
– –
-2,523
40
– –
-8,248
41
– –
-6,224
42
– –
-5,854
43
– –
-6,083
44
– –
-2,495
45
– –
-1,251
46
– –
-352
47
– –
-1,608
48
– –
-741
49
– –
-644
50
– –
-1,372
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2
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