SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
-2.19%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$121M
AUM Growth
+$121M
(+10%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
11.28%
Top 10 Holdings %
Top 10 Hldgs %
88.47%
Holding
77
New
44
Increased
8
Reduced
18
Closed
1
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$12.1M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$3.03M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.68M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$194K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$153K |
Top Sells
Sector Composition
| 1 | Industrials | 1.08% |
| 2 | Technology | 0.51% |
| 3 | Materials | 0.19% |
| 4 | Financials | 0.1% |
| 5 | Consumer Staples | 0.01% |
