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
$507M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.28M
2 +$1.98M
3 +$1.58M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$1.53M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Top Sells

1 +$541K
2 +$376K
3 +$274K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$254K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$113K

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