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
$116M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$3.77M
3
+$1.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.52M

Top Sells

1
+$345K
2
+$256K
3
+$209K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$89.8K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$61.1K

Sector Composition

1 Technology 2.59%
2 Materials 1.82%
3 Communication Services 1.17%
4 Financials 0.48%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$294K 0.25%
2,256
-14
52
$280K 0.24%
3,919
+299
53
$275K 0.24%
1,863
54
$260K 0.22%
2,097
55
$257K 0.22%
2,164
+5
56
$251K 0.22%
2,281
+83
57
$250K 0.22%
12,475
-624
58
$249K 0.21%
12,885
-278
59
$247K 0.21%
990
60
$246K 0.21%
1,595
-60
61
$238K 0.21%
5,973
62
$233K 0.2%
1,459
-53
63
$232K 0.2%
6,885
64
$224K 0.19%
4,275
65
$221K 0.19%
13,836
-84
66
$212K 0.18%
1,005
67
$208K 0.18%
3,337
68
$205K 0.18%
+4,100
69
$201K 0.17%
1,061
-122
70
$19.1K 0.02%
10,000
71
– –
-1,185
72
– –
-6,574
73
– –
-4,979
1 2
3