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
$97.9M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$1.03M
3
+$594K
4
VB icon
Vanguard Small-Cap ETF
VB
+$351K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$183K

Top Sells

1
+$11.7M
2
+$9.96M
3
+$1.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.2M

Sector Composition

1 Industrials 1.19%
2 Financials 0.19%
3 Consumer Staples 0.04%
4 Consumer Discretionary 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 21.18%
390,479
-220,176
2
$14M 14.34%
536,434
-380,342
3
$13.5M 13.74%
278,949
-33,155
4
$9.83M 10.04%
119,321
-7,022
5
$5.22M 5.33%
+49,219
6
$4.69M 4.79%
57,898
-3,857
7
$3.56M 3.64%
42,192
-5,408
8
$2.8M 2.86%
25,419
+19
9
$2.76M 2.81%
36,088
-22,258
10
$2.45M 2.5%
84,875
-6,431
11
$2.24M 2.29%
82,526
-17,150
12
$2.1M 2.15%
55,567
-2,860
13
$1.45M 1.48%
12,953
+216
14
$1.14M 1.17%
22,056
+1,616
15
$1.12M 1.14%
14,980
16
$1.03M 1.06%
+25,828
17
$983K 1%
21,049
-2,545
18
$959K 0.98%
18,084
-22,583
19
$661K 0.68%
5,707
+341
20
$599K 0.61%
5,740
-48
21
$594K 0.61%
+3,151
22
$532K 0.54%
6,653
-2,038
23
$511K 0.52%
2,487
24
$497K 0.51%
8,720
-853
25
$351K 0.36%
+3,007
1
2 3 4