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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.7M
3
+$13.8M
4
BND icon
Vanguard Total Bond Market
BND
+$9.32M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.72%
2 Consumer Staples 0.03%
3 Communication Services 0%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14K 0.01%
+227
52
$14K 0.01%
+145
53
$12K 0.01%
+434
54
– –
0
55
$11K 0.01%
+421
56
$11K 0.01%
+421
57
$11K 0.01%
+421
58
$11K 0.01%
+420
59
$10K 0.01%
+286
60
$9K 0.01%
+149
61
$9K 0.01%
+323
62
$9K 0.01%
+100
63
$9K 0.01%
+111
64
$8K 0.01%
+292
65
$8K 0.01%
+171
66
$8K 0.01%
+200
67
$7K 0.01%
+2,815
68
$5K ﹤0.01%
+82
69
$5K ﹤0.01%
+205
70
$2K ﹤0.01%
+25
71
$2K ﹤0.01%
+100
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