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
$205M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.28M
3
+$2.86M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.31M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$2.29M

Top Sells

1
+$848K
2
+$438K
3
+$212K
4
V icon
Visa
V
+$210K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 2.53%
2 Materials 1.18%
3 Communication Services 0.76%
4 Financials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$796K 0.39%
16,320
+2
27
$723K 0.35%
8,606
28
$703K 0.34%
23,400
29
$696K 0.34%
12,046
-3,427
30
$694K 0.34%
3,590
+111
31
$683K 0.33%
19,641
-116
32
$679K 0.33%
10,453
33
$620K 0.3%
3,378
-210
34
$615K 0.3%
10,062
+1
35
$551K 0.27%
17,035
-1,061
36
$544K 0.27%
4,407
-1,553
37
$482K 0.23%
3,200
38
$463K 0.23%
967
39
$450K 0.22%
23,453
+625
40
$447K 0.22%
2,210
41
$431K 0.21%
21,085
+3,164
42
$431K 0.21%
+7,142
43
$425K 0.21%
21,301
+2,414
44
$419K 0.2%
5,747
45
$418K 0.2%
4,019
46
$417K 0.2%
5,745
+710
47
$410K 0.2%
21,339
+1,454
48
$382K 0.19%
3,647
49
$378K 0.18%
3,330
50
$370K 0.18%
990
1
2
3 4