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
$272M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.71M
3
+$1.55M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$659K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$276K

Top Sells

1
+$2.31M
2
+$786K
3
+$495K
4
TSLA icon
Tesla
TSLA
+$248K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$163K

Sector Composition

1 Technology 1.35%
2 Materials 0.49%
3 Healthcare 0.09%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.4M 24.37%
1,162,208
+48,324
2
$54.9M 20.14%
2,034,060
+63,256
3
$13.2M 4.86%
64,073
-731
4
$12.5M 4.59%
118,147
+2,610
5
$12.4M 4.54%
404,810
+21,550
6
$11.7M 4.3%
72,737
-273
7
$11.6M 4.27%
31,903
-1,358
8
$11.1M 4.08%
693,768
-49,092
9
$9.89M 3.63%
111,442
-1,634
10
$8.55M 3.14%
261,129
-99
11
$5.88M 2.16%
69,453
-16
12
$5.55M 2.04%
39,560
+11,036
13
$4.52M 1.66%
87,683
-3,087
14
$4.14M 1.52%
84,263
-3,313
15
$3.75M 1.38%
182,502
+10,784
16
$3.7M 1.36%
40,256
-47
17
$3.56M 1.31%
100,720
-3,302
18
$3.46M 1.27%
13,468
-50
19
$3.02M 1.11%
17,058
+1,152
20
$2.2M 0.81%
10,286
+1,232
21
$2.18M 0.8%
19,118
-188
22
$1.96M 0.72%
30,400
-603
23
$1.92M 0.71%
10,409
-3
24
$1.73M 0.64%
13,180
-352
25
$1.65M 0.61%
31,732
+4,158
1
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