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
$463M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.06M
3
+$2.33M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.36M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.09M

Top Sells

1
+$1.22M
2
+$753K
3
+$506K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$384K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$343K

Sector Composition

1 Materials 0.56%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.5M 16.52%
2,940,684
+41,758
2
$73.7M 15.92%
1,513,512
+72,864
3
$69.4M 15%
1,382,332
+60,988
4
$60.7M 13.12%
661,103
+25,386
5
$20.6M 4.46%
77,164
-1,893
6
$20.1M 4.34%
103,150
-1,727
7
$19.8M 4.28%
199,195
+9,558
8
$19.2M 4.15%
38,399
-474
9
$17.1M 3.71%
384,540
-7,697
10
$11.8M 2.55%
550,650
-5,592
11
$9.92M 2.14%
131,080
+3,880
12
$8.72M 1.89%
192,151
-1,058
13
$8.42M 1.82%
42,667
+1,910
14
$8.29M 1.79%
236,397
+38,717
15
$6.93M 1.5%
347,140
+16,046
16
$5.13M 1.11%
125,640
-29,820
17
$4.9M 1.06%
13,100
18
$3.72M 0.8%
75,278
-808
19
$3.56M 0.77%
16,317
+497
20
$2.85M 0.62%
34,031
-301
21
$2.59M 0.56%
28,176
-1,401
22
$2.46M 0.53%
50,760
-2,892
23
$2.3M 0.5%
52,478
+7,280
24
$1.94M 0.42%
12,110
+366
25
$861K 0.19%
16,608
1
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