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
$234M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.02M
3
+$979K
4
VUG icon
Vanguard Growth ETF
VUG
+$468K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$454K

Top Sells

1
+$836K
2
+$516K
3
+$115K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$92K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$73.7K

Sector Composition

1 Materials 0.81%
2 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.8M 30.3%
2,672,630
+154,030
2
$51.7M 22.13%
902,823
+17,777
3
$14.1M 6.03%
52,397
-1,917
4
$13.2M 5.63%
152,190
-9,666
5
$12.7M 5.42%
1,082,652
-9,804
6
$10.5M 4.5%
70,134
+6,526
7
$8.38M 3.58%
100,818
+209
8
$7.65M 3.27%
68,688
+4,079
9
$5.83M 2.49%
118,142
+1,899
10
$5.72M 2.45%
137,118
+737
11
$5.28M 2.26%
60,401
+1,886
12
$3.79M 1.62%
134,658
+5,070
13
$3.39M 1.45%
33,700
+2,004
14
$2.33M 1%
14,241
+2,865
15
$2.19M 0.94%
19,732
-168
16
$1.96M 0.84%
88,210
-3,318
17
$1.92M 0.82%
37,332
+1,538
18
$1.89M 0.81%
39,687
19
$1.88M 0.8%
17,058
20
$1.47M 0.63%
10,939
-687
21
$1.41M 0.6%
33,065
-38
22
$1.33M 0.57%
4,525
+964
23
$682K 0.29%
4,351
24
$587K 0.25%
9,954
+213
25
$483K 0.21%
4,141
+641
1
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