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
$228M
AUM Growth
-$784K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.36M
3
+$1.02M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1,000K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$673K

Top Sells

1
+$887K
2
+$362K
3
+$214K
4
UNH icon
UnitedHealth
UNH
+$210K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$206K

Sector Composition

1 Technology 4.22%
2 Materials 0.8%
3 Communication Services 0.71%
4 Financials 0.47%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.34%
3,526
-104
27
$754K 0.33%
16,329
+9
28
$753K 0.33%
12,046
29
$732K 0.32%
10,453
30
$639K 0.28%
21,825
31
$639K 0.28%
3,358
-20
32
$619K 0.27%
1,211
+175
33
$599K 0.26%
17,546
-2,060
34
$592K 0.26%
10,064
+2
35
$550K 0.24%
26,617
+4,561
36
$549K 0.24%
4,087
-362
37
$532K 0.23%
2,220
38
$519K 0.23%
25,789
+712
39
$510K 0.22%
3,200
40
$463K 0.2%
4,019
41
$457K 0.2%
5,702
-45
42
$457K 0.2%
23,533
-2,479
43
$447K 0.2%
22,962
+604
44
$435K 0.19%
1,788
45
$429K 0.19%
14,290
46
$414K 0.18%
5,892
+22
47
$414K 0.18%
3,311
-112
48
$398K 0.17%
3,647
49
$395K 0.17%
12,499
50
$390K 0.17%
1,394
1
2
3 4