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
$131M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$892K
3
+$848K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$277K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Top Sells

1
+$930K
2
+$303K
3
+$200K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$156K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$142K

Sector Composition

1 Industrials 0.82%
2 Technology 0.43%
3 Materials 0.21%
4 Financials 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.02%
199
-133
52
$18K 0.01%
323
53
$17K 0.01%
+500
54
$14K 0.01%
500
55
$13K 0.01%
125
+100
56
$13K 0.01%
149
57
$12K 0.01%
+300
58
$11K 0.01%
537
59
$11K 0.01%
+651
60
$10K 0.01%
+100
61
$10K 0.01%
100
62
$10K 0.01%
+103
63
$9K 0.01%
418
64
$9K 0.01%
102
65
$9K 0.01%
154
66
$9K 0.01%
+200
67
$9K 0.01%
2,815
68
$8K 0.01%
320
-580
69
$8K 0.01%
182
70
$8K 0.01%
+60
71
$8K 0.01%
+201
72
$7K 0.01%
+100
73
$7K 0.01%
+100
74
$7K 0.01%
93
75
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