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
$507M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.98M
3
+$1.58M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$1.53M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Top Sells

1
+$541K
2
+$376K
3
+$274K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$254K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$113K

Sector Composition

1 Materials 0.6%
2 Technology 0.37%
3 Energy 0.19%
4 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.2M 15.84%
2,991,468
+50,784
2
$77M 15.2%
1,531,296
+17,784
3
$73.9M 14.59%
1,405,406
+23,074
4
$64.1M 12.65%
668,862
+7,759
5
$22.2M 4.39%
78,499
+1,335
6
$20.5M 4.05%
101,296
-1,854
7
$20.5M 4.04%
202,099
+2,904
8
$20M 3.95%
37,918
-481
9
$18.2M 3.6%
386,001
+1,461
10
$11.9M 2.35%
526,740
-23,910
11
$10.4M 2.05%
130,636
-444
12
$9.23M 1.82%
44,671
+2,004
13
$9.19M 1.81%
194,669
+2,518
14
$9.09M 1.79%
241,928
+5,531
15
$8.15M 1.61%
351,695
+4,555
16
$5.59M 1.1%
132,247
+6,607
17
$5M 0.99%
13,031
-69
18
$4.77M 0.94%
90,263
+14,985
19
$3.6M 0.71%
15,161
-1,156
20
$3.2M 0.63%
32,871
-1,160
21
$3.06M 0.6%
27,337
-839
22
$2.85M 0.56%
59,614
+7,136
23
$2.47M 0.49%
50,155
-605
24
$2.28M 0.45%
+8,630
25
$2.07M 0.41%
11,862
-248
1
2 3