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
$482M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

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
+$1.45M

Sector Composition

1 Materials 0.49%
2 Energy 0%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,038
52
-1,560
53
-3,273