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
$210M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.7M
3
+$1.69M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$802K

Top Sells

1
+$450K
2
+$231K
3
+$609

Sector Composition

1 Technology 0.87%
2 Materials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.3M 28.28%
2,324,458
+48,180
2
$47.9M 22.86%
875,992
+67,566
3
$21.6M 10.32%
201,769
+45,414
4
$15M 7.16%
62,028
-954
5
$13.2M 6.27%
164,615
+5,891
6
$8.77M 4.18%
64,619
+4,616
7
$8.24M 3.93%
168,521
+16,390
8
$7.67M 3.66%
729,816
+160,284
9
$4.76M 2.27%
63,018
+2,405
10
$4.21M 2.01%
95,039
+9,948
11
$3M 1.43%
109,270
+6,958
12
$2.23M 1.06%
21,603
+2,460
13
$1.83M 0.87%
17,058
+7,133
14
$1.73M 0.82%
36,734
+416
15
$1.64M 0.78%
13,469
16
$1.63M 0.78%
11,501
17
$1.09M 0.52%
56,832
+16,622
18
$956K 0.46%
3,634
+77
19
$941K 0.45%
16,887
+11,770
20
$639K 0.3%
4,351
+925
21
$590K 0.28%
5,217
+85
22
$437K 0.21%
4,368
23
$386K 0.18%
3,526
+75
24
$354K 0.17%
5,810
-10
25
$313K 0.15%
6,479
1
2