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
$97.9M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$1.03M
3
+$594K
4
VB icon
Vanguard Small-Cap ETF
VB
+$351K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$183K

Top Sells

1
+$11.7M
2
+$9.96M
3
+$1.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.2M

Sector Composition

1 Industrials 1.19%
2 Financials 0.19%
3 Consumer Staples 0.04%
4 Consumer Discretionary 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18K 0.02%
197
52
$17K 0.02%
227
53
$16K 0.02%
174
54
$16K 0.02%
158
55
$15K 0.02%
145
56
$15K 0.02%
339
-60
57
– –
0
58
$12K 0.01%
2,815
59
$10K 0.01%
200
60
$9K 0.01%
100
61
$9K 0.01%
390
-600
62
$9K 0.01%
111
63
$8K 0.01%
292
64
$8K 0.01%
149
65
$8K 0.01%
323
66
$8K 0.01%
171
67
$8K 0.01%
286
68
$5K 0.01%
82
69
$5K 0.01%
205
70
$2K ﹤0.01%
+64
71
$2K ﹤0.01%
25
72
$2K ﹤0.01%
100
73
– –
-2,260
74
– –
-434
75
– –
-421
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3
4