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
$128M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$2.69M
3
+$2.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$859K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$704K

Top Sells

1
+$1.51M
2
+$521K
3
+$400K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$385K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$377K

Sector Composition

1 Industrials 0.85%
2 Technology 0.43%
3 Materials 0.15%
4 Financials 0.1%
5 Consumer Staples 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-2
79
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80
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81
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-5,180
82
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83
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-9
1 2 3
4