SFPM
Sensible Financial Planning & Management Portfolio holdings
AUM
$527M
This Quarter Return
+1.49%
1 Year Return
+6.46%
3 Year Return
+14.11%
5 Year Return
+12.59%
10 Year Return
+32.86%
AUM
$97.9M
AUM Growth
+$97.9M
(-15%)
Cap. Flow
-$21.9M
Cap. Flow
% of AUM
-22.37%
Top 10 Holdings %
Top 10 Hldgs %
81.24%
Holding
79
New
8
Increased
5
Reduced
28
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.22M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.03M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$594K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$351K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$183K |
Top Sells
Sector Composition
| 1 | Industrials | 1.19% |
| 2 | Financials | 0.19% |
| 3 | Consumer Staples | 0.04% |
| 4 | Consumer Discretionary | 0.03% |
| 5 | Communication Services | 0% |