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
$128M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$2.69M
3
+$2.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$859K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$704K

Top Sells

1
+$1.51M
2
+$521K
3
+$400K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$385K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$377K

Sector Composition

1 Industrials 0.85%
2 Technology 0.43%
3 Materials 0.15%
4 Financials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.02%
149
52
$19K 0.01%
100
53
$17K 0.01%
323
+73
54
$13K 0.01%
500
55
$12K 0.01%
600
-390
56
$11K 0.01%
149
57
$10K 0.01%
154
+43
58
$9K 0.01%
537
+170
59
$9K 0.01%
100
60
$9K 0.01%
102
61
$8K 0.01%
418
62
$8K 0.01%
+182
63
$7K 0.01%
186
64
$7K 0.01%
93
65
$6K ﹤0.01%
2,815
66
$5K ﹤0.01%
+315
67
– –
0
68
$4K ﹤0.01%
570
69
$2K ﹤0.01%
25
70
$2K ﹤0.01%
50
71
$2K ﹤0.01%
22
72
$2K ﹤0.01%
52
73
$1K ﹤0.01%
20
-35
74
$1K ﹤0.01%
+2
75
– –
-2
1 2
3
4