SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.04M
3
+$2.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.31M
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$601K

Top Sells

1
+$3.11M
2
+$1.39M
3
+$1.08M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$638K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$492K

Sector Composition

1 Industrials 1.15%
2 Technology 0.55%
3 Materials 0.25%
4 Communication Services 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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