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
$216M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$821K
3
+$737K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$599K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$171K

Top Sells

1
+$4.23M
2
+$749K
3
+$519K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$213K
5
BND icon
Vanguard Total Bond Market
BND
+$127K

Sector Composition

1 Technology 0.82%
2 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.6M 35.07%
3,008,352
+256,526
2
$48.4M 22.45%
887,146
+10,984
3
$15.5M 7.17%
57,862
-799
4
$10.4M 4.81%
131,620
-1,608
5
$10.3M 4.8%
891,996
+70,848
6
$9.39M 4.36%
88,978
-40,104
7
$9.08M 4.21%
60,679
-3,467
8
$6.63M 3.08%
137,097
-15,476
9
$4.87M 2.26%
60,380
-870
10
$4.03M 1.87%
93,018
-11
11
$3.23M 1.5%
119,756
+5,616
12
$2.33M 1.08%
21,006
13
$2.12M 0.98%
21,419
+7,457
14
$1.85M 0.86%
11,501
15
$1.76M 0.82%
17,058
16
$1.61M 0.75%
77,332
+8,188
17
$1.6M 0.74%
11,981
-550
18
$1.46M 0.68%
35,582
+10
19
$1.06M 0.49%
16,887
20
$1.06M 0.49%
3,635
+1
21
$707K 0.33%
4,351
22
$543K 0.25%
4,909
+499
23
$408K 0.19%
3,526
24
$406K 0.19%
7,225
+961
25
$278K 0.13%
6,479
1
2