SM

Sensible Money Portfolio holdings

AUM $329M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.22M
3
+$2.29M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.29M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$711K

Top Sells

1
+$623K
2
+$252K
3
+$228K
4
FCX icon
Freeport-McMoran
FCX
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$204K

Sector Composition

1 Technology 3.52%
2 Communication Services 0.78%
3 Materials 0.55%
4 Financials 0.46%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$841K 0.29%
8,839
27
$789K 0.27%
3,241
28
$782K 0.27%
11,866
29
$773K 0.26%
3,522
-23
30
$768K 0.26%
10,453
31
$755K 0.26%
10,055
-11
32
$731K 0.25%
3,918
-303
33
$706K 0.24%
2,239
34
$666K 0.23%
14,972
-62
35
$641K 0.22%
21,825
36
$627K 0.21%
3,200
37
$551K 0.19%
26,632
-36
38
$546K 0.19%
26,556
+295
39
$532K 0.18%
4,019
40
$512K 0.17%
5,863
-34
41
$505K 0.17%
12,278
+26
42
$494K 0.17%
1,765
43
$476K 0.16%
5,702
44
$474K 0.16%
14,392
+57
45
$472K 0.16%
786
+13
46
$461K 0.16%
23,375
+449
47
$460K 0.16%
23,502
-31
48
$437K 0.15%
3,647
49
$436K 0.15%
2,244
50
$430K 0.15%
3,311
1
2
3 4