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
$166M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.69M
3
+$1.13M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1M
5
DIS icon
Walt Disney
DIS
+$847K

Top Sells

1
+$1.04M
2
+$301K
3
+$136K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$129K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$31.3K

Sector Composition

1 Technology 2.83%
2 Communication Services 1.54%
3 Materials 1.14%
4 Financials 0.4%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.2%
3,965
-70
52
$326K 0.2%
494
+88
53
$309K 0.19%
2,097
54
$308K 0.18%
990
55
$290K 0.17%
2,179
+4
56
$289K 0.17%
2,309
+34
57
$274K 0.16%
+4,628
58
$272K 0.16%
3,607
59
$272K 0.16%
1,595
60
$269K 0.16%
5,973
61
$263K 0.16%
+7,728
62
$252K 0.15%
9,921
+6
63
$235K 0.14%
3,337
64
$234K 0.14%
1,005
-24
65
$229K 0.14%
12,336
+9
66
$227K 0.14%
4,275
67
$226K 0.14%
1,061
68
$226K 0.14%
1,458
-7
69
$220K 0.13%
+2,589
70
$218K 0.13%
4,100
71
$216K 0.13%
+4,296
72
$209K 0.13%
5,994
-898
73
$208K 0.13%
+4,210
74
$201K 0.12%
+3,236
75
$197K 0.12%
11,850
+712
1 2
3
4