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
$143M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$792K
3
+$668K
4
VUG icon
Vanguard Growth ETF
VUG
+$305K
5
VTV icon
Vanguard Value ETF
VTV
+$182K

Top Sells

1
+$493K
2
+$156K
3
+$143K
4
CMPR icon
Cimpress
CMPR
+$141K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$55.9K

Sector Composition

1 Industrials 0.63%
2 Technology 0.38%
3 Materials 0.22%
4 Financials 0.09%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6K ﹤0.01%
101
77
– –
0
78
$4K ﹤0.01%
35
79
$4K ﹤0.01%
+100
80
$4K ﹤0.01%
100
-101
81
$3K ﹤0.01%
50
82
$2K ﹤0.01%
52
83
$1K ﹤0.01%
11
84
$1K ﹤0.01%
20
85
– –
-149
86
– –
-36
87
– –
-267
88
$0 ﹤0.01%
2
89
– –
-93
1 2 3
4