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
$93.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.9M
3
+$8.61M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$4.38M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Materials 1.65%
3 Communication Services 1.32%
4 Financials 0.65%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.28%
+992
52
$257K 0.27%
+13,099
53
$256K 0.27%
+6,574
54
$251K 0.27%
+1,655
55
$250K 0.27%
+13,163
56
$244K 0.26%
+1,512
57
$243K 0.26%
+5,973
58
$239K 0.26%
+2,097
59
$238K 0.25%
+3,200
60
$238K 0.25%
+3,620
61
$238K 0.25%
+2,198
62
$235K 0.25%
+5,645
63
$229K 0.25%
+1,863
64
$229K 0.24%
+4,275
65
$217K 0.23%
+1,183
66
$217K 0.23%
+6,885
67
$211K 0.23%
+990
68
$209K 0.22%
+1,185
69
$208K 0.22%
+13,920
70
$205K 0.22%
+1,005
71
$201K 0.22%
+3,337
72
$24.3K 0.03%
+10,000
1 2
3