SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
+1.08%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$145M
AUM Growth
+$145M
(+1.8%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
92.43%
Holding
88
New
3
Increased
15
Reduced
16
Closed
8
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.56M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$524K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$405K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$196K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$67K |
Top Sells
Sector Composition
| 1 | Industrials | 0.55% |
| 2 | Technology | 0.46% |
| 3 | Materials | 0.24% |
| 4 | Communication Services | 0.05% |
| 5 | Financials | 0.05% |
