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
-$897K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.36M
3
+$258K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$206K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$200K

Top Sells

1
+$384K
2
+$205K
3
+$199K
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$163K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$151K

Sector Composition

1 Technology 0.51%
2 Industrials 0.38%
3 Materials 0.25%
4 Financials 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,979
77
– –
-52
78
– –
-101
79
– –
-300
80
– –
-7
1 2 3
4