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
$501M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.58M
3
+$1.92M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.87M
5
MBB icon
iShares MBS ETF
MBB
+$1.85M

Top Sells

1
+$2.27M
2
+$396K
3
+$36.9K
4
CBT icon
Cabot Corp
CBT
+$27.8K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.9K

Sector Composition

1 Materials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.35%
10,128
-17
27
$1.43M 0.29%
11,714
+99
28
$915K 0.18%
11,203
-183
29
$855K 0.17%
16,608
30
$396K 0.08%
12,682
1
2