SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
+0.84%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$131M
AUM Growth
+$131M
(+2.9%)
Cap. Flow
+$2.84M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
91.38%
Holding
88
New
14
Increased
16
Reduced
18
Closed
5
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.27M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$892K |
| 3 |
Vanguard Total Bond Market
BND
|
$848K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$277K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$202K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$930K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$303K |
| 3 |
Vanguard Value ETF
VTV
|
$200K |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$156K |
| 5 |
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% |
