SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.88M
3
+$384K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$269K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$173K

Top Sells

1
+$1.04M
2
+$665K
3
+$340K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$215K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$197K

Sector Composition

1 Industrials 0.75%
2 Technology 0.38%
3 Materials 0.24%
4 Financials 0.1%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
52
77
$1K ﹤0.01%
11
78
$1K ﹤0.01%
20
79
– –
-60
80
– –
-100
81
– –
-25
82
– –
-100
83
– –
-742
84
– –
-100
85
– –
-1,200
86
$0 ﹤0.01%
2
-524
87
– –
-200
88
– –
-103
1 2 3
4