SM
Sensible Money Portfolio holdings
AUM
$264M
This Quarter Return
+6.3%
1 Year Return
+11.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+12%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
Top 10 Hldgs %
81.12%
Holding
87
New
5
Increased
31
Reduced
17
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$3.61M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.32M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$1.31M |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$1.16M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.02M |
Top Sells
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Materials | 1.09% |
| 3 | Communication Services | 0.62% |
| 4 | Financials | 0.42% |
| 5 | Consumer Discretionary | 0.3% |
