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
$221M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.18M
3
+$423K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$388K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$267K

Top Sells

1
+$716K
2
+$589K
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$201K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$190K

Sector Composition

1 Technology 0.86%
2 Materials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.3M 29.56%
2,518,600
+124,596
2
$49.4M 22.33%
885,046
+21,090
3
$14.1M 6.38%
54,314
-2,269
4
$13.6M 6.15%
161,856
-2,267
5
$12.3M 5.57%
1,092,456
+34,452
6
$9.21M 4.16%
63,608
-1,386
7
$8.17M 3.69%
100,609
-2,009
8
$7.05M 3.19%
64,609
-6,565
9
$5.66M 2.56%
116,243
-2,500
10
$5.57M 2.52%
136,381
-6,900
11
$5.09M 2.3%
58,515
-1,629
12
$3.56M 1.61%
129,588
+1,930
13
$3.16M 1.43%
31,696
+4,245
14
$2.14M 0.97%
19,900
-468
15
$2.03M 0.92%
91,528
+4,112
16
$1.91M 0.86%
17,058
17
$1.85M 0.84%
35,794
18
$1.78M 0.8%
11,376
19
$1.65M 0.75%
39,687
20
$1.5M 0.68%
11,626
-355
21
$1.41M 0.64%
33,103
-247
22
$1.01M 0.46%
3,561
-74
23
$665K 0.3%
4,351
24
$580K 0.26%
9,741
+1,291
25
$484K 0.22%
4,278
1
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