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
$116M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.77M
3
+$1.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.52M

Top Sells

1
+$345K
2
+$256K
3
+$209K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$89.8K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$61.1K

Sector Composition

1 Technology 2.59%
2 Materials 1.82%
3 Communication Services 1.17%
4 Financials 0.48%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$718K 0.62%
34,856
+116
27
$683K 0.59%
23,400
28
$681K 0.59%
8,003
29
$626K 0.54%
8,606
30
$606K 0.52%
5,845
-20
31
$561K 0.48%
18,096
32
$547K 0.47%
10,342
33
$504K 0.44%
1,226
+163
34
$480K 0.41%
10,812
+5,167
35
$409K 0.35%
16,788
-39
36
$408K 0.35%
16,963
37
$406K 0.35%
3,900
-360
38
$380K 0.33%
5,747
39
$359K 0.31%
3,480
+31
40
$356K 0.31%
3,682
41
$349K 0.3%
5,215
-50
42
$344K 0.3%
3,437
-488
43
$344K 0.3%
1,589
44
$342K 0.3%
3,330
45
$338K 0.29%
17,616
-428
46
$326K 0.28%
16,064
-245
47
$318K 0.27%
992
48
$314K 0.27%
4,256
-173
49
$299K 0.26%
4,427
50
$297K 0.26%
3,200
1
2
3