SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$892K
3
+$848K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$277K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Top Sells

1
+$930K
2
+$303K
3
+$200K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$156K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$142K

Sector Composition

1 Industrials 0.82%
2 Technology 0.43%
3 Materials 0.21%
4 Financials 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6K ﹤0.01%
186
77
$6K ﹤0.01%
+101
78
$3K ﹤0.01%
36
+14
79
$2K ﹤0.01%
50
80
$2K ﹤0.01%
+25
81
$2K ﹤0.01%
52
82
$1K ﹤0.01%
+11
83
$1K ﹤0.01%
20
84
– –
-315
85
– –
-6,195
86
– –
-570
87
– –
-600
88
– –
-2
1 2 3
4