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
$424M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.01M
3
+$1.67M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$925K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$776K

Top Sells

1
+$927K
2
+$439K
3
+$370K
4
CBT icon
Cabot Corp
CBT
+$153K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$65.5K

Sector Composition

1 Materials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.9M 18.13%
2,867,174
+76,648
2
$64.6M 15.24%
1,320,274
+18,907
3
$64.6M 15.23%
1,274,402
+4,741
4
$56.2M 13.26%
593,111
+2,801
5
$17.1M 4.04%
172,603
+4,934
6
$16.4M 3.86%
43,487
-9
7
$16.3M 3.85%
79,880
-21
8
$14.7M 3.47%
105,837
+4,259
9
$14.1M 3.32%
423,921
+23,346
10
$10.7M 2.52%
661,542
-57,486
11
$8.28M 1.95%
247,335
12
$7.04M 1.66%
49,211
+651
13
$5.32M 1.25%
69,364
+26,215
14
$5.08M 1.2%
260,285
+8,205
15
$5.08M 1.2%
114,035
+285
16
$4.87M 1.15%
151,658
-1,577
17
$4.85M 1.14%
104,206
+35,939
18
$3.73M 0.88%
82,469
-214
19
$3.35M 0.79%
17,682
-6
20
$3.26M 0.77%
13,059
-44
21
$3.03M 0.71%
63,294
-655
22
$2.97M 0.7%
35,729
-789
23
$2.93M 0.69%
68,386
-8,633
24
$2.71M 0.64%
35,300
-1,996
25
$2.06M 0.49%
14,926
-15
1
2