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
$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
VTV icon
26
Vanguard Value ETF
VTV
$147B
$1.75M 0.35%
10,128
-17
ESGU icon
27
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
$1.43M 0.29%
11,714
+99
ESGD icon
28
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$915K 0.18%
11,203
-183
DFAT icon
29
Dimensional US Targeted Value ETF
DFAT
$11.3B
$855K 0.17%
16,608
DFAI icon
30
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$396K 0.08%
12,682
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