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
$137M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$3.11M
3
+$1.99M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.8M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.51M

Top Sells

1
+$166K
2
+$164K
3
+$87.9K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.9K
5
MSFT icon
Microsoft
MSFT
+$42.6K

Sector Composition

1 Technology 2.48%
2 Materials 1.5%
3 Communication Services 1.11%
4 Financials 0.4%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$732K 0.53%
16,768
-397
27
$716K 0.52%
8,003
28
$700K 0.51%
5,845
29
$697K 0.51%
23,400
30
$640K 0.47%
8,606
31
$557K 0.41%
18,096
32
$557K 0.4%
10,342
33
$547K 0.4%
1,226
34
$492K 0.36%
3,775
+295
35
$479K 0.35%
9,937
-875
36
$472K 0.34%
3,900
37
$412K 0.3%
16,963
38
$395K 0.29%
5,747
39
$388K 0.28%
20,506
+2,890
40
$365K 0.27%
1,589
41
$360K 0.26%
3,672
-10
42
$359K 0.26%
4,025
+588
43
$357K 0.26%
967
-25
44
$357K 0.26%
3,330
45
$348K 0.25%
3,200
46
$344K 0.25%
5,101
-114
47
$344K 0.25%
18,060
+5,175
48
$338K 0.25%
17,125
+4,650
49
$329K 0.24%
16,347
+283
50
$323K 0.24%
2,221
-35
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