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
$145M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$524K
3
+$405K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$196K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$67K

Top Sells

1
+$696K
2
+$650K
3
+$330K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$172K
5
VB icon
Vanguard Small-Cap ETF
VB
+$155K

Sector Composition

1 Industrials 0.55%
2 Technology 0.46%
3 Materials 0.24%
4 Communication Services 0.05%
5 Financials 0.05%
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
– –
-89
80
– –
-242
81
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-442
82
– –
-167
83
– –
-318
84
– –
-166
85
$0 ﹤0.01%
2
86
– –
0
87
$0 ﹤0.01%
+7
88
– –
-2,815
1 2 3
4