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
$374M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.8M
3
+$24.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.44M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.42M

Top Sells

1
+$20.4M
2
+$19.5M
3
+$2.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.62M
5
CBT icon
Cabot Corp
CBT
+$1.48M

Sector Composition

1 Materials 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.2M 19.57%
1,396,309
+13,719
2
$46.4M 12.39%
1,833,206
-807,928
3
$44.1M 11.78%
1,451,722
+967,114
4
$28.8M 7.69%
+522,754
5
$24.7M 6.6%
+242,294
6
$16.6M 4.43%
72,864
-187
7
$16.5M 4.41%
157,236
+13,521
8
$15M 4%
89,061
+3,403
9
$14.2M 3.78%
788,721
+3,837
10
$13.4M 3.59%
32,394
-376
11
$12.6M 3.36%
339,651
+9,612
12
$6.48M 1.73%
40,771
-216
13
$5.66M 1.51%
165,062
+42,044
14
$5.5M 1.47%
220,809
-1,013
15
$5.25M 1.4%
112,713
+150
16
$5.04M 1.35%
63,337
-10,845
17
$4.35M 1.16%
40,129
-755
18
$4.31M 1.15%
84,157
-5,006
19
$4.3M 1.15%
89,625
+136
20
$3.79M 1.01%
13,170
-59
21
$3.48M 0.93%
42,492
-237,937
22
$2.41M 0.64%
11,807
23
$2.39M 0.64%
11,250
+657
24
$2.18M 0.58%
39,324
+11,184
25
$1.77M 0.47%
11,972
1
2