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
$237M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.94M
3
+$1.99M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$1.68M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.26M

Top Sells

1
+$4.96M
2
+$2.54M
3
+$958K
4
BND icon
Vanguard Total Bond Market
BND
+$836K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$329K

Sector Composition

1 Technology 1.07%
2 Materials 0.66%
3 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.5M 22.98%
963,983
+54,922
2
$53.6M 22.6%
2,007,758
-185,812
3
$14.2M 5.97%
47,870
-3,238
4
$14.1M 5.94%
1,101,078
-16,920
5
$13.4M 5.65%
153,606
+1
6
$11.5M 4.84%
70,166
-886
7
$8.74M 3.68%
308,728
+70,364
8
$8.09M 3.41%
80,323
+12,487
9
$7.13M 3%
84,999
-9,970
10
$6.03M 2.54%
136,894
-384
11
$5.52M 2.33%
112,000
-1,957
12
$4.9M 2.06%
52,792
-3,548
13
$4.87M 2.05%
38,818
+23,451
14
$3.64M 1.53%
32,376
-22,645
15
$2.57M 1.08%
14,129
-112
16
$2.49M 1.05%
108,208
+13,662
17
$2.4M 1.01%
19,982
-120
18
$2.31M 0.97%
16,013
-1,045
19
$2.23M 0.94%
84,651
+64,086
20
$1.98M 0.83%
36,789
-163
21
$1.65M 0.7%
14,786
+11,106
22
$1.57M 0.66%
10,710
23
$1.56M 0.66%
32,764
-6,923
24
$1.37M 0.58%
30,726
-507
25
$1.34M 0.56%
4,163
-3
1
2