SM

Sensible Money Portfolio holdings

AUM $294M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.72M
3
+$2.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.07M

Top Sells

1
+$812K
2
+$230K
3
+$216K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$82.3K
5
VTV icon
Vanguard Value ETF
VTV
+$48.7K

Sector Composition

1 Technology 3.77%
2 Materials 0.91%
3 Communication Services 0.56%
4 Financials 0.5%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$765K 0.33%
7,313
+1
27
$740K 0.32%
4,266
28
$718K 0.31%
12,046
29
$674K 0.29%
3,545
+19
30
$649K 0.28%
21,825
31
$635K 0.27%
17,546
32
$606K 0.26%
10,064
33
$568K 0.24%
1,211
34
$551K 0.24%
26,648
+31
35
$549K 0.24%
2,239
+19
36
$534K 0.23%
26,247
+458
37
$506K 0.22%
3,241
-117
38
$458K 0.2%
23,517
-16
39
$453K 0.19%
4,019
40
$450K 0.19%
4,152
+65
41
$449K 0.19%
3,200
42
$449K 0.19%
22,908
-54
43
$446K 0.19%
5,892
44
$439K 0.19%
5,702
45
$436K 0.19%
14,275
-15
46
$424K 0.18%
3,647
47
$409K 0.18%
12,217
-282
48
$397K 0.17%
1,788
49
$396K 0.17%
3,311
50
$383K 0.16%
2,244
+100
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2
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