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
$426M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.21M
3
+$3.11M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.83M
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$858K

Top Sells

1
+$3.34M
2
+$3.12M
3
+$1.62M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$735K
5
EWC icon
iShares MSCI Canada ETF
EWC
+$691K

Sector Composition

1 Materials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.1M 16.92%
2,764,112
-119,652
2
$66.2M 15.53%
1,291,889
-6,050
3
$64.8M 15.2%
1,312,501
-67,740
4
$57.2M 13.41%
607,790
-17,241
5
$18.7M 4.39%
78,841
-2,672
6
$17.8M 4.16%
180,049
+2,377
7
$17.1M 4.01%
109,048
-1,951
8
$16.5M 3.86%
37,703
+93
9
$16.5M 3.86%
424,007
-9,611
10
$10.8M 2.53%
574,764
-39,084
11
$7.53M 1.77%
97,150
+11,077
12
$7.42M 1.74%
160,025
+69,272
13
$6.76M 1.59%
198,768
+53,773
14
$6.75M 1.58%
39,861
+346
15
$6.61M 1.55%
319,366
+23,387
16
$5.47M 1.28%
132,568
+81,195
17
$4.06M 0.95%
13,072
+13
18
$3.91M 0.92%
56,495
+44,916
19
$3.67M 0.86%
76,544
+2,355
20
$3.08M 0.72%
14,415
+117
21
$3.07M 0.72%
34,794
-423
22
$2.63M 0.62%
31,540
-1,520
23
$2.61M 0.61%
54,943
-2,374
24
$1.94M 0.46%
47,297
+16,886
25
$1.88M 0.44%
12,569
-197
1
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