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

Top Buys

1
+$2.24M
2
+$1.68M
3
+$940K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$938K
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$835K

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
+$1.45M

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
– –
-3,535
32
– –
-2,523
33
– –
-8,248
34
– –
-6,224
35
– –
-5,854
36
– –
-6,083
37
– –
-2,495
38
– –
-1,251
39
– –
-352
40
– –
-1,608
41
– –
-741
42
– –
-644
43
– –
-3,084
44
– –
-3,453
45
– –
-1,077
46
– –
-3,379
47
– –
-1,461
48
– –
-8,630
49
– –
-1,372
50
– –
-4,742
1
2
3