SM

Sensible Money Portfolio holdings

AUM $313M
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.81M
3
+$1.76M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.43M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$784K

Top Sells

1
+$451K
2
+$357K
3
+$302K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$266K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$218K

Sector Composition

1 Technology 3.36%
2 Materials 0.77%
3 Communication Services 0.65%
4 Financials 0.5%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 0.3%
7,314
+1
27
$778K 0.29%
3,545
28
$761K 0.29%
10,453
29
$733K 0.28%
11,866
-180
30
$690K 0.26%
10,066
+2
31
$667K 0.25%
4,221
+69
32
$649K 0.25%
2,239
33
$637K 0.24%
21,825
34
$632K 0.24%
15,034
-2,512
35
$575K 0.22%
3,241
36
$554K 0.21%
3,200
37
$552K 0.21%
26,668
+20
38
$538K 0.2%
26,261
+14
39
$497K 0.19%
4,019
40
$492K 0.19%
5,897
+5
41
$477K 0.18%
12,252
+35
42
$475K 0.18%
1,765
-23
43
$459K 0.17%
23,533
+16
44
$453K 0.17%
5,702
45
$450K 0.17%
22,926
+18
46
$445K 0.17%
14,335
+60
47
$432K 0.16%
3,647
48
$426K 0.16%
773
-438
49
$410K 0.16%
2,244
50
$409K 0.16%
3,311
1
2
3 4