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
$121M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$3.03M
3
+$2.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$194K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$153K

Top Sells

1
+$1.81M
2
+$694K
3
+$659K
4
EWC icon
iShares MSCI Canada ETF
EWC
+$597K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$475K

Sector Composition

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
51
$14K 0.01%
+500
52
$13K 0.01%
+149
53
$10K 0.01%
+418
54
– –
0
55
$9K 0.01%
+367
56
$9K 0.01%
+186
57
$9K 0.01%
+100
58
$9K 0.01%
+102
59
$8K 0.01%
+111
60
$8K 0.01%
+93
61
$8K 0.01%
+2,815
62
$7K 0.01%
+66
63
$5K ﹤0.01%
+176
64
$5K ﹤0.01%
+570
65
$4K ﹤0.01%
+513
66
$3K ﹤0.01%
+55
67
$3K ﹤0.01%
+58
68
$3K ﹤0.01%
+50
69
$3K ﹤0.01%
+52
70
$2K ﹤0.01%
+25
71
$2K ﹤0.01%
+22
72
– –
-5,895
73
$0 ﹤0.01%
+2
74
$0 ﹤0.01%
+2
75
$0 ﹤0.01%
+2
1 2
3
4