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
$196M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.22M
3
+$1.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$652K
5
VUG icon
Vanguard Growth ETF
VUG
+$585K

Top Sells

1
+$847K
2
+$348K
3
+$321K
4
EW icon
Edwards Lifesciences
EW
+$217K
5
VTV icon
Vanguard Value ETF
VTV
+$161K

Sector Composition

1 Technology 0.48%
2 Materials 0.16%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.2M 30.24%
2,276,278
+3,348
2
$44M 22.44%
808,426
+77,562
3
$17.1M 8.73%
156,355
+46,191
4
$15.4M 7.89%
62,982
-3,453
5
$12.9M 6.61%
158,724
+2,327
6
$8.23M 4.2%
60,003
+4,750
7
$7.43M 3.79%
152,131
+11,269
8
$6.05M 3.09%
569,532
+150,870
9
$5.03M 2.57%
60,613
-4,198
10
$3.82M 1.95%
85,091
+1,651
11
$2.84M 1.45%
102,312
-11,590
12
$2.04M 1.04%
19,143
-1,514
13
$1.67M 0.85%
36,318
+2,256
14
$1.65M 0.84%
13,469
15
$1.62M 0.83%
11,501
+4,161
16
$949K 0.48%
3,557
+38
17
$934K 0.48%
9,925
-427
18
$837K 0.43%
40,210
+15,252
19
$586K 0.3%
5,132
-230
20
$506K 0.26%
3,426
+1,317
21
$450K 0.23%
7,911
+1
22
$436K 0.22%
4,368
+2
23
$394K 0.2%
+3,451
24
$352K 0.18%
5,820
+1,428
25
$315K 0.16%
5,117
-124
1
2