SM

Sensible Money Portfolio holdings

AUM $264M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.9M
3
+$8.61M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$4.38M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Materials 1.65%
3 Communication Services 1.32%
4 Financials 0.65%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$675K 0.72%
+23,400
27
$620K 0.66%
+8,606
28
$597K 0.64%
+2,488
29
$579K 0.62%
+5,505
30
$536K 0.57%
+18,096
31
$522K 0.56%
+10,342
32
$517K 0.55%
+5,865
33
$424K 0.45%
+16,827
34
$408K 0.44%
+1,063
35
$379K 0.41%
+16,963
36
$378K 0.4%
+4,260
37
$372K 0.4%
+5,747
38
$350K 0.37%
+3,682
39
$345K 0.37%
+4,979
40
$341K 0.37%
+18,044
41
$341K 0.36%
+3,925
42
$336K 0.36%
+3,330
43
$328K 0.35%
+16,309
44
$325K 0.35%
+5,265
45
$320K 0.34%
+4,429
46
$319K 0.34%
+1,589
47
$304K 0.33%
+2,270
48
$304K 0.32%
+2,159
49
$290K 0.31%
+3,449
50
$281K 0.3%
+4,427
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