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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.7M
3
+$13.8M
4
BND icon
Vanguard Total Bond Market
BND
+$9.32M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.72%
2 Consumer Staples 0.03%
3 Communication Services 0%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 27.7%
+610,655
2
$23.7M 20.66%
+916,776
3
$13.8M 11.99%
+312,104
4
$9.32M 8.11%
+126,343
5
$4.59M 4%
+58,346
6
$4.33M 3.77%
+61,755
7
$3.87M 3.37%
+47,600
8
$2.8M 2.44%
+91,306
9
$2.73M 2.38%
+25,400
10
$2.7M 2.35%
+99,676
11
$2.32M 2.02%
+58,427
12
$2.14M 1.86%
+40,667
13
$1.14M 1%
+23,594
14
$1.07M 0.94%
+20,440
15
$972K 0.85%
+12,737
16
$821K 0.71%
+14,980
17
$696K 0.61%
+8,691
18
$647K 0.56%
+5,366
19
$577K 0.5%
+5,788
20
$490K 0.43%
+2,487
21
$454K 0.4%
+57,264
22
$335K 0.29%
+3,095
23
$325K 0.28%
+6,068
24
$295K 0.26%
+5,425
25
$289K 0.25%
+7,895
1
2 3