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
$97.9M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$5.22M
2 +$1.03M
3 +$594K
4
VB icon
Vanguard Small-Cap ETF
VB
+$351K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$183K

Sector Composition

1 Industrials 1.19%
2 Financials 0.19%
3 Consumer Staples 0.04%
4 Consumer Discretionary 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-421
77
-824
78
-421
79
-420