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
$137M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.98M
3
+$390K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$285K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$178K

Top Sells

1
+$1.08M
2
+$673K
3
+$357K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$218K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$207K

Sector Composition

1 Industrials 0.75%
2 Technology 0.38%
3 Materials 0.24%
4 Financials 0.1%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13K 0.01%
537
52
$13K 0.01%
651
53
$12K 0.01%
149
54
$11K 0.01%
2,815
55
$10K 0.01%
+8
56
$10K 0.01%
+62
57
$10K 0.01%
+96
58
$10K 0.01%
+160
59
$10K 0.01%
100
60
$10K 0.01%
102
61
$10K 0.01%
154
62
$10K 0.01%
300
63
$9K 0.01%
320
64
$9K 0.01%
418
65
$9K 0.01%
+88
66
$8K 0.01%
182
67
$8K 0.01%
201
68
$8K 0.01%
93
69
$7K 0.01%
186
70
$7K 0.01%
123
-200
71
$7K 0.01%
101
72
– –
0
73
$4K ﹤0.01%
35
-164
74
$3K ﹤0.01%
50
75
$3K ﹤0.01%
36
1 2
3
4