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
$166M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.69M
3
+$1.13M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1M
5
DIS icon
Walt Disney
DIS
+$847K

Top Sells

1
+$1.04M
2
+$301K
3
+$136K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$129K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$31.3K

Sector Composition

1 Technology 2.83%
2 Communication Services 1.54%
3 Materials 1.14%
4 Financials 0.4%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$749K 0.45%
4,266
27
$697K 0.42%
23,400
28
$689K 0.41%
19,757
-153
29
$672K 0.4%
8,606
30
$655K 0.39%
10,453
31
$588K 0.35%
18,096
32
$567K 0.34%
10,061
-226
33
$558K 0.34%
3,675
-92
34
$534K 0.32%
3,788
-40
35
$433K 0.26%
16,963
36
$422K 0.25%
5,747
37
$402K 0.24%
20,833
+237
38
$398K 0.24%
4,019
39
$396K 0.24%
967
40
$393K 0.24%
3,200
41
$386K 0.23%
7,449
-2,488
42
$376K 0.23%
2,210
-14
43
$367K 0.22%
18,882
+247
44
$367K 0.22%
3,218
-112
45
$366K 0.22%
3,647
46
$366K 0.22%
18,042
+408
47
$356K 0.21%
5,059
-42
48
$345K 0.21%
1,428
49
$340K 0.2%
16,635
+213
50
$336K 0.2%
1,800
1
2
3 4