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SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Fund
S&P 500
This Quarter Est. Return
-2.19%
1 Year Est. Return
+4.6%
3 Year Est. Return
+24.49%
5 Year Est. Return
+12.31%
10 Year Est. Return
+38.96%
AUM
$121M
AUM Growth
+$11.3M
Cap. Flow
+$13.9M
Cap. Flow %
11.42%
Top 10 Hldgs %
88.47%
Holding
77
New
43
Increased
8
Reduced
18
Closed
1

Sector Composition

Rank Sector Weight
1 Industrials 1.08%
2 Technology 0.51%
3 Materials 0.19%
4 Financials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$73.8B
$14K 0.01%
+500
New +$14.5K
NSC icon
52
Norfolk Southern
NSC
$75.4B
$13K 0.01%
+149
New +$14.5K
EWS icon
53
iShares MSCI Singapore ETF
EWS
$1.04B
$10K 0.01%
+418
New +$11K
TTOO
54
DELISTED
T2 Biosystems, Inc
TTOO
0
EIDO icon
55
iShares MSCI Indonesia ETF
EIDO
$480M
$9K 0.01%
+367
New +$9.41K
EWM icon
56
iShares MSCI Malaysia ETF
EWM
$310M
$9K 0.01%
+186
New +$9.82K
PEP icon
57
PepsiCo
PEP
$190B
$9K 0.01%
+100
New +$9.56K
RWR icon
58
State Street SPDR Dow Jones REIT ETF
RWR
$1.86B
$9K 0.01%
+102
New +$9.15K
THD icon
59
iShares MSCI Thailand ETF
THD
$369M
$8K 0.01%
+111
New +$8.73K
XOM icon
60
ExxonMobil
XOM
$644B
$8K 0.01%
+93
New +$8K
ONE
61
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
$8K 0.01%
+2,815
New +$8.03K
IEF icon
62
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$7K 0.01%
+66
New +$7.03K
HRB icon
63
H&R Block
HRB
$5.58B
$5K ﹤0.01%
+176
New +$5.52K
SCHB icon
64
Schwab US Broad Market ETF
SCHB
$43.2B
$5K ﹤0.01%
+570
New +$4.87K
NOK icon
65
Nokia
NOK
$51B
$4K ﹤0.01%
+513
New +$3.74K
EFV icon
66
iShares MSCI EAFE Value ETF
EFV
$28.8B
$3K ﹤0.01%
+55
New +$3.04K
IEMG icon
67
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$3K ﹤0.01%
+58
New +$2.94K
PARA
68
DELISTED
Paramount Global Class B
PARA
$3K ﹤0.01%
+50
New +$3.02K
VIAB
69
DELISTED
Viacom Inc. Class B
VIAB
$3K ﹤0.01%
+52
New +$3.52K
META icon
70
Meta Platforms (Facebook)
META
$1.42T
$2K ﹤0.01%
+25
New +$2.04K
PG icon
71
Procter & Gamble
PG
$336B
$2K ﹤0.01%
+22
New +$1.77K
BSV icon
72
Vanguard Short-Term Bond ETF
BSV
$44.7B
-5,895
Closed -$475K
CSCO icon
73
Cisco
CSCO
$457B
$0 ﹤0.01%
+2
New +$57
INTC icon
74
Intel
INTC
$455B
$0 ﹤0.01%
+2
New +$65
MSFT icon
75
Microsoft
MSFT
$3.45T
$0 ﹤0.01%
+2
New +$91

Similar funds

Sensible Financial Planning & Management's Q2 2015 Portfolio in Review

As of Q2 2015, Sensible Financial Planning & Management held 77 positions worth $121M, up 10% from $110M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Sensible Financial Planning & Management deployed $13.9M of net new capital in Q2 2015, opening 43 new positions and adding to 8 existing holdings. Its largest new stake was iShares Core S&P Small-Cap ETF: 3,294 shares worth $194K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, down from 1.1% a quarter earlier, followed by Technology and Materials.

On the sell side, the largest reduction was Vanguard Short-Term Inflation-Protected Securities Index Fund, an estimated $1.81M trimmed.

  • Sensible Financial Planning & Management's largest Q2 2015 buy was iShares Core S&P Small-Cap ETF: 3,294 shares worth $194K.
  • Sensible Financial Planning & Management added most to Schwab US Aggregate Bond ETF in Q2 2015, an estimated $12.2M increase.
  • Sensible Financial Planning & Management's biggest Q2 2015 reduction was Vanguard Short-Term Inflation-Protected Securities Index Fund, cutting an estimated $1.81M.
  • Sensible Financial Planning & Management fully exited Vanguard Short-Term Bond ETF in Q2 2015, selling an estimated $475K.
  • Sensible Financial Planning & Management's ten largest holdings make up 88% of its $121M portfolio in Q2 2015.
  • Sensible Financial Planning & Management opened 43 new positions and closed 1 in Q2 2015.
  • Sensible Financial Planning & Management's portfolio value rose 10% quarter-over-quarter to $121M.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2015, filed 25 Aug 2015.