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
$143M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$806K
3
+$674K
4
VUG icon
Vanguard Growth ETF
VUG
+$306K
5
VTV icon
Vanguard Value ETF
VTV
+$185K

Top Sells

1
+$483K
2
+$158K
3
+$144K
4
CMPR icon
Cimpress
CMPR
+$139K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$56.6K

Sector Composition

1 Industrials 0.63%
2 Technology 0.38%
3 Materials 0.22%
4 Financials 0.09%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18K 0.01%
500
52
$15K 0.01%
500
53
$15K 0.01%
177
54
$14K 0.01%
125
55
$14K 0.01%
+167
56
$14K 0.01%
651
57
$14K 0.01%
2,815
58
$13K 0.01%
537
59
$12K 0.01%
300
60
$11K 0.01%
+134
61
$11K 0.01%
100
62
$11K 0.01%
154
63
$10K 0.01%
8
64
$10K 0.01%
62
65
$10K 0.01%
102
66
$9K 0.01%
96
67
$9K 0.01%
418
68
$9K 0.01%
182
69
$9K 0.01%
160
70
$8K 0.01%
320
71
$8K 0.01%
88
72
$8K 0.01%
+166
73
$6K ﹤0.01%
186
74
$6K ﹤0.01%
+242
75
$6K ﹤0.01%
124
+1
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3
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