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
$137M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$3.11M
3
+$1.99M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.8M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.51M

Top Sells

1
+$166K
2
+$164K
3
+$87.9K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.9K
5
MSFT icon
Microsoft
MSFT
+$42.6K

Sector Composition

1 Technology 2.48%
2 Materials 1.5%
3 Communication Services 1.11%
4 Financials 0.4%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.23%
4,184
-72
52
$304K 0.22%
1,863
53
$299K 0.22%
4,427
54
$283K 0.21%
2,097
55
$280K 0.2%
990
56
$262K 0.19%
3,607
-312
57
$259K 0.19%
2,256
-25
58
$259K 0.19%
1,595
59
$251K 0.18%
5,973
60
$240K 0.17%
9,915
-6,873
61
$238K 0.17%
13,839
+3
62
$233K 0.17%
6,892
+7
63
$230K 0.17%
+4,471
64
$222K 0.16%
3,337
65
$222K 0.16%
2,169
+5
66
$221K 0.16%
1,005
67
$221K 0.16%
4,275
68
$217K 0.16%
+402
69
$211K 0.15%
1,061
70
$211K 0.15%
4,100
71
$208K 0.15%
1,543
+84
72
$207K 0.15%
+2,589
73
$178K 0.13%
+10,974
74
$13.9K 0.01%
10,000
1 2
3