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
$211M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$989K
3
+$957K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$257K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$134K

Top Sells

1
+$7.73M
2
+$2.49M
3
+$840K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$779K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$207K

Sector Composition

1 Technology 0.87%
2 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.7M 33.04%
2,751,826
+427,368
2
$47.9M 22.73%
876,162
+170
3
$14.6M 6.94%
58,661
-3,367
4
$13.7M 6.51%
129,082
-72,687
5
$10.6M 5%
133,228
-31,387
6
$9.01M 4.27%
64,146
-473
7
$8.89M 4.22%
821,148
+91,332
8
$7.45M 3.53%
152,573
-15,948
9
$4.99M 2.37%
61,250
-1,768
10
$3.99M 1.89%
93,029
-2,010
11
$3.13M 1.49%
114,140
+4,870
12
$2.18M 1.03%
21,006
-597
13
$1.83M 0.87%
17,058
14
$1.72M 0.82%
11,501
15
$1.58M 0.75%
12,531
-938
16
$1.5M 0.71%
35,572
-1,162
17
$1.44M 0.68%
69,144
+12,312
18
$1.39M 0.66%
13,962
+9,594
19
$1.04M 0.49%
16,887
20
$986K 0.47%
3,634
21
$677K 0.32%
4,351
22
$498K 0.24%
4,410
-807
23
$388K 0.18%
3,526
24
$364K 0.17%
6,264
+454
25
$281K 0.13%
6,479
1
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