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
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.32M
3
+$1.31M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.16M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.02M

Top Sells

1
+$560K
2
+$431K
3
+$298K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$244K
5
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$159K

Sector Composition

1 Technology 3.99%
2 Materials 1.09%
3 Communication Services 0.62%
4 Financials 0.42%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.17%
2,743
+105
52
$380K 0.17%
990
53
$379K 0.17%
1,788
54
$373K 0.16%
1,394
55
$356K 0.16%
3,829
-47
56
$352K 0.15%
9,376
57
$352K 0.15%
5,538
58
$331K 0.14%
5,973
59
$316K 0.14%
1,596
60
$307K 0.13%
18,117
+5,791
61
$303K 0.13%
342
62
$287K 0.13%
1,086
+81
63
$284K 0.12%
1,688
-500
64
$278K 0.12%
3,337
65
$277K 0.12%
1,166
+105
66
$274K 0.12%
1,570
-323
67
$274K 0.12%
+14,563
68
$261K 0.11%
4,275
69
$251K 0.11%
2,589
70
$243K 0.11%
4,100
71
$241K 0.11%
+1,787
72
$241K 0.11%
8,538
73
$232K 0.1%
3,236
74
$231K 0.1%
1,838
75
$228K 0.1%
3,213
1 2
3
4