SFPM

Sensible Financial Planning & Management Portfolio holdings

AUM $551M
1-Year Est. Return 4.6%
This Quarter Est. Return
1 Year Est. Return
+4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$501M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.58M
3
+$1.92M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.87M
5
MBB icon
iShares MBS ETF
MBB
+$1.85M

Top Sells

1
+$2.27M
2
+$396K
3
+$36.9K
4
CBT icon
Cabot Corp
CBT
+$27.8K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.9K

Sector Composition

1 Materials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.8M 16.13%
3,004,986
+69,465
2
$76.2M 15.21%
1,561,206
+52,876
3
$72.6M 14.48%
1,420,734
+14,260
4
$64.7M 12.91%
689,633
+19,720
5
$22.4M 4.48%
216,913
+5,469
6
$21.8M 4.36%
79,486
+3,798
7
$20.6M 4.11%
40,097
+1,249
8
$19.4M 3.87%
95,853
-1,960
9
$17.7M 3.53%
386,855
+5,148
10
$13M 2.6%
64,748
+9,529
11
$11.7M 2.33%
152,234
+10,570
12
$11.5M 2.3%
249,288
+33,937
13
$11.2M 2.23%
506,903
-1,081
14
$7.8M 1.56%
185,332
+11,691
15
$7.65M 1.53%
355,555
+7,943
16
$6.97M 1.39%
191,376
-62,440
17
$4.94M 0.99%
13,319
+306
18
$4.91M 0.98%
96,565
+7,229
19
$4.25M 0.85%
19,146
+3,183
20
$2.97M 0.59%
65,600
+7,567
21
$2.91M 0.58%
32,089
-407
22
$2.88M 0.57%
+11,136
23
$2.43M 0.48%
48,620
-83
24
$2.17M 0.43%
31,529
+5,700
25
$2.13M 0.42%
25,607
-334
1
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