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
$396M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$29.6M
3
+$29.3M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$7.78M
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$2.56M

Top Sells

1
+$40.4M
2
+$5.04M
3
+$3.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.64M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$772K

Sector Composition

1 Technology 0.86%
2 Materials 0.6%
3 Energy 0.17%
4 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,441
52
– –
-446
53
– –
-3,637
1 2
3