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
$482M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.68M
3
+$940K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$938K
5
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$835K

Top Sells

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
+$1.45M

Sector Composition

1 Materials 0.49%
2 Energy 0%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.8M 15.72%
2,935,521
-55,947
2
$74M 15.33%
1,508,330
-22,966
3
$70.7M 14.66%
1,406,474
+1,068
4
$61.4M 12.73%
669,913
+1,051
5
$21.9M 4.55%
75,688
-2,811
6
$21.3M 4.41%
211,444
+9,345
7
$20.9M 4.34%
38,848
+930
8
$20.2M 4.19%
97,813
-3,483
9
$18.4M 3.81%
381,707
-4,294
10
$11.8M 2.44%
507,984
-18,756
11
$11.7M 2.43%
55,219
+10,548
12
$10.7M 2.22%
141,664
+11,028
13
$9.76M 2.02%
215,351
+20,682
14
$8.66M 1.8%
253,816
+11,888
15
$7.32M 1.52%
347,612
-4,083
16
$7.03M 1.46%
173,641
+41,394
17
$5.34M 1.11%
13,013
-18
18
$4.27M 0.89%
89,336
-927
19
$3.84M 0.8%
15,963
+802
20
$2.89M 0.6%
32,496
-375
21
$2.56M 0.53%
58,033
-1,581
22
$2.37M 0.49%
25,941
-1,396
23
$2.36M 0.49%
48,703
-1,452
24
$1.76M 0.37%
25,829
+11,602
25
$1.72M 0.36%
10,145
-1,717
1
2 3