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
1
$55.4M 38.1%
2,064,528
+95,458
2
$30.3M 20.8%
539,888
+9,342
3
$13.3M 9.12%
66,729
+2,037
4
$9.3M 6.4%
110,579
-8,271
5
$7.17M 4.93%
144,434
-3,457
6
$5.68M 3.9%
50,988
-5,836
7
$5M 3.44%
57,633
+772
8
$3.03M 2.08%
106,224
+6,878
9
$2.96M 2.04%
79,149
-8,829
10
$2.36M 1.62%
27,139
-1,043
11
$1.43M 0.98%
38,015
-1,481
12
$988K 0.68%
8,785
-396
13
$838K 0.58%
3,873
14
$824K 0.57%
7,340
15
$769K 0.53%
6,602
+112
16
$757K 0.52%
7,480
-1,500
17
$623K 0.43%
11,767
18
$450K 0.31%
4,447
+2
19
$447K 0.31%
4,500
20
$353K 0.24%
6,742
21
$348K 0.24%
7,628
+13
22
$309K 0.21%
5,735
23
$276K 0.19%
2,447
+1
24
$259K 0.18%
2,121
-1,272
25
$215K 0.15%
3,438
-92
1
2 3 4