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
$145M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$524K
3
+$405K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$196K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$67K

Top Sells

1
+$696K
2
+$650K
3
+$330K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$172K
5
VB icon
Vanguard Small-Cap ETF
VB
+$155K

Sector Composition

1 Industrials 0.55%
2 Technology 0.46%
3 Materials 0.24%
4 Communication Services 0.05%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14K 0.01%
537
52
$14K 0.01%
+108
53
$13K 0.01%
651
54
$13K 0.01%
300
55
$12K 0.01%
8
56
$12K 0.01%
236
+54
57
$11K 0.01%
134
58
$11K 0.01%
100
59
$11K 0.01%
154
60
$10K 0.01%
102
61
$9K 0.01%
320
62
$9K 0.01%
62
63
$9K 0.01%
96
64
$9K 0.01%
418
65
$9K 0.01%
157
+33
66
$9K 0.01%
88
67
$8K 0.01%
160
68
$6K ﹤0.01%
186
69
$6K ﹤0.01%
50
-908
70
$6K ﹤0.01%
101
71
$4K ﹤0.01%
35
72
$4K ﹤0.01%
100
73
$3K ﹤0.01%
50
74
$3K ﹤0.01%
100
75
$2K ﹤0.01%
+178
1 2
3
4