SM
Sensible Money Portfolio holdings
AUM
$264M
This Quarter Return
+10.68%
1 Year Return
+11.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$93.5M
AUM Growth
–
Cap. Flow
+$93.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
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% |