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
$121M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.81M
2 +$694K
3 +$659K
4
EWC icon
iShares MSCI Canada ETF
EWC
+$597K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$475K

Sector Composition

1 Industrials 1.08%
2 Technology 0.51%
3 Materials 0.19%
4 Financials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
+2
77
$0 ﹤0.01%
+9