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
$181M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$5.96M
3
+$4.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.12M
5
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$1.04M

Top Sells

1
+$1.92M
2
+$790K
3
+$663K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$361K
5
CMPR icon
Cimpress
CMPR
+$282K

Sector Composition

1 Technology 0.46%
2 Materials 0.16%
3 Healthcare 0.12%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.5M 32.8%
2,272,930
-73,528
2
$39.9M 21.99%
730,864
+109,132
3
$15.3M 8.45%
66,435
-3,423
4
$12.8M 7.07%
156,397
+52,236
5
$12.1M 6.65%
110,164
+71,244
6
$7.16M 3.94%
55,253
+4,806
7
$6.97M 3.84%
140,862
-13,415
8
$5.38M 2.97%
64,811
+2,699
9
$4.19M 2.31%
418,662
+312,144
10
$3.62M 2%
83,440
+6,503
11
$3.15M 1.73%
113,902
-13,072
12
$2.06M 1.14%
20,657
-46
13
$1.56M 0.86%
13,469
+8,969
14
$1.48M 0.82%
34,062
+899
15
$974K 0.54%
7,340
16
$884K 0.49%
3,519
-336
17
$827K 0.46%
10,352
+618
18
$609K 0.34%
5,362
-672
19
$513K 0.28%
24,958
+9,946
20
$438K 0.24%
4,366
-83
21
$427K 0.24%
7,910
+40
22
$298K 0.16%
2,109
23
$292K 0.16%
5,241
24
$272K 0.15%
2,454
+2
25
$261K 0.14%
4,392
-104
1
2