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
$142M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.08M
3
+$1.82M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.24M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.22M

Top Sells

1
+$358K
2
+$299K
3
+$266K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$230K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$207K

Sector Composition

1 Technology 2.16%
2 Materials 1.17%
3 Communication Services 1.13%
4 Financials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$640K 0.45%
19,910
-4,099
27
$623K 0.44%
8,606
28
$620K 0.44%
4,266
-1,239
29
$615K 0.43%
10,453
-1,600
30
$579K 0.41%
1,349
+123
31
$543K 0.38%
10,287
-55
32
$535K 0.38%
18,096
33
$505K 0.36%
3,828
-72
34
$479K 0.34%
3,767
-8
35
$463K 0.33%
9,937
36
$396K 0.28%
16,963
37
$387K 0.27%
20,596
+90
38
$373K 0.26%
5,747
39
$362K 0.26%
4,019
-3,984
40
$349K 0.25%
18,635
+575
41
$348K 0.25%
3,647
-25
42
$346K 0.24%
967
43
$341K 0.24%
17,634
+509
44
$336K 0.24%
3,330
45
$336K 0.24%
3,200
46
$330K 0.23%
16,422
+75
47
$328K 0.23%
5,101
48
$327K 0.23%
4,030
+5
49
$323K 0.23%
2,224
+3
50
$306K 0.22%
1,428
-161
1
2
3