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
$205M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.28M
3
+$2.86M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.31M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$2.29M

Top Sells

1
+$848K
2
+$438K
3
+$212K
4
V icon
Visa
V
+$210K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 2.53%
2 Materials 1.18%
3 Communication Services 0.76%
4 Financials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366K 0.18%
1,788
-12
52
$359K 0.17%
12,409
+145
53
$358K 0.17%
2,097
54
$349K 0.17%
1,394
55
$339K 0.17%
2,638
-31
56
$333K 0.16%
3,876
-22
57
$329K 0.16%
9,376
+162
58
$321K 0.16%
5,538
+26
59
$311K 0.15%
2,188
+5
60
$304K 0.15%
+1,893
61
$292K 0.14%
5,973
62
$291K 0.14%
1,596
63
$291K 0.14%
342
64
$260K 0.13%
3,337
65
$251K 0.12%
3,202
66
$243K 0.12%
1,005
67
$236K 0.12%
4,275
68
$231K 0.11%
1,061
69
$231K 0.11%
4,100
70
$228K 0.11%
1,328
-130
71
$224K 0.11%
2,589
72
$221K 0.11%
8,538
-1,389
73
$218K 0.11%
+1,838
74
$216K 0.11%
3,000
75
$216K 0.11%
6,071
1 2
3
4