SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
+1.88%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$143M
AUM Growth
+$143M
(+4.2%)
Cap. Flow
+$3.28M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
92.17%
Holding
89
New
10
Increased
14
Reduced
15
Closed
4
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.75M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$806K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$674K |
| 4 |
Vanguard Growth ETF
VUG
|
$306K |
| 5 |
Vanguard Value ETF
VTV
|
$185K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$483K |
| 2 |
Vanguard Total Bond Market
BND
|
$158K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$144K |
| 4 |
Cimpress
CMPR
|
$139K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$56.7K |
Sector Composition
| 1 | Industrials | 0.63% |
| 2 | Technology | 0.38% |
| 3 | Materials | 0.22% |
| 4 | Financials | 0.09% |
| 5 | Communication Services | 0.05% |
