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
$160M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.03M
3
+$939K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$309K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$145K

Top Sells

1
+$1.31M
2
+$333K
3
+$301K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$252K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228K

Sector Composition

1 Technology 0.45%
2 Industrials 0.18%
3 Materials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 38.37%
2,346,458
-50,054
2
$33.8M 21.15%
621,732
+17,280
3
$15.5M 9.71%
69,858
-1,137
4
$8.52M 5.33%
104,161
-4,067
5
$7.59M 4.75%
154,277
+2,486
6
$6.28M 3.93%
50,447
+196
7
$5.17M 3.24%
62,112
-1,227
8
$4.26M 2.67%
38,920
+28,198
9
$3.5M 2.19%
126,974
+5,258
10
$3.18M 1.99%
76,937
-246
11
$2M 1.25%
20,703
-755
12
$1.35M 0.85%
33,163
-2,666
13
$1.03M 0.64%
+106,518
14
$932K 0.58%
3,855
15
$932K 0.58%
7,340
16
$719K 0.45%
9,734
17
$684K 0.43%
6,034
+92
18
$501K 0.31%
4,500
19
$447K 0.28%
4,449
+2
20
$394K 0.25%
7,870
+242
21
$309K 0.19%
+15,012
22
$286K 0.18%
2,109
-12
23
$282K 0.18%
2,980
-1,800
24
$280K 0.18%
5,241
25
$270K 0.17%
2,452
+2
1
2