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
$244M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.12M
3
+$2.11M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$912K
5
AAPL icon
Apple
AAPL
+$634K

Top Sells

1
+$2.22M
2
+$1.32M
3
+$455K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$413K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$190K

Sector Composition

1 Materials 0.41%
2 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.7M 25.23%
1,060,290
+38,205
2
$53M 21.67%
1,889,746
+75,524
3
$11.3M 4.64%
108,898
+8,768
4
$11.1M 4.56%
828,762
-30,708
5
$11.1M 4.55%
65,325
-1,118
6
$11.1M 4.52%
358,914
+15,070
7
$10.9M 4.46%
35,475
-4,296
8
$10.7M 4.37%
72,488
-3,084
9
$10.6M 4.33%
113,349
-20
10
$6.85M 2.8%
245,952
+75,603
11
$6.5M 2.66%
73,718
-37
12
$4.7M 1.92%
92,031
-1,303
13
$3.65M 1.49%
89,136
-4,056
14
$3.21M 1.31%
14,113
15
$3.17M 1.3%
26,450
+1,263
16
$3.07M 1.26%
38,911
-980
17
$2.96M 1.21%
167,602
+554
18
$2.52M 1.03%
86,117
+8,475
19
$2.48M 1.01%
20,975
-997
20
$1.7M 0.7%
32,201
-2,012
21
$1.6M 0.65%
10,481
22
$1.43M 0.58%
13,651
-163
23
$1.34M 0.55%
8,727
+1,368
24
$1.17M 0.48%
27,024
-58
25
$1.17M 0.48%
3,478
1
2