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
$155M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.14M
3
+$706K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$305K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$248K

Top Sells

1
+$215K
2
+$178K
3
+$156K
4
VTV icon
Vanguard Value ETF
VTV
+$148K
5
CBT icon
Cabot Corp
CBT
+$108K

Sector Composition

1 Technology 0.48%
2 Industrials 0.27%
3 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 39.94%
2,396,512
+216,142
2
$32.7M 21.06%
604,452
+39,597
3
$15.4M 9.89%
70,995
+3,262
4
$8.78M 5.65%
108,228
+185
5
$7.51M 4.83%
151,791
+3,285
6
$6.1M 3.92%
50,251
-1,470
7
$5.23M 3.37%
63,339
+2,584
8
$3.38M 2.17%
121,716
+10,974
9
$3.03M 1.95%
77,183
-237
10
$2.05M 1.32%
21,458
-1,554
11
$1.42M 0.92%
35,829
-1,267
12
$1.16M 0.75%
10,722
+1,966
13
$909K 0.59%
3,855
-6
14
$893K 0.57%
7,340
15
$746K 0.48%
9,734
-2,033
16
$681K 0.44%
5,942
-56
17
$489K 0.31%
4,500
18
$451K 0.29%
4,447
19
$412K 0.27%
4,780
-1,200
20
$365K 0.23%
7,628
21
$314K 0.2%
5,241
-1,801
22
$301K 0.19%
5,735
23
$283K 0.18%
2,121
24
$267K 0.17%
2,450
+1
25
$248K 0.16%
+4,660
1
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