SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.91M
3
+$1.51M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$1.48M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.34M

Top Sells

1
+$521K
2
+$359K
3
+$263K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$244K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$107K

Sector Composition

1 Materials 0.6%
2 Technology 0.37%
3 Energy 0.19%
4 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.04%
+5,854
52
$212K 0.04%
+3,273
53
$203K 0.04%
+352
1 2
3