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
$228M
AUM Growth
-$784K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.36M
3
+$1.02M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1,000K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$673K

Top Sells

1
+$887K
2
+$362K
3
+$214K
4
UNH icon
UnitedHealth
UNH
+$210K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$206K

Sector Composition

1 Technology 4.22%
2 Materials 0.8%
3 Communication Services 0.71%
4 Financials 0.47%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$382K 0.17%
2,144
+3
52
$354K 0.16%
5,587
+49
53
$343K 0.15%
3,793
-36
54
$341K 0.15%
5,973
55
$337K 0.15%
2,490
-253
56
$325K 0.14%
9,537
+161
57
$314K 0.14%
342
58
$313K 0.14%
1,596
59
$307K 0.13%
18,776
+659
60
$289K 0.13%
1,688
61
$287K 0.13%
1,086
62
$276K 0.12%
672
-318
63
$271K 0.12%
14,761
+198
64
$270K 0.12%
3,337
65
$266K 0.12%
1,570
66
$264K 0.12%
2,007
+220
67
$260K 0.11%
4,275
68
$255K 0.11%
1,061
-105
69
$250K 0.11%
3,213
70
$240K 0.11%
2,589
71
$240K 0.11%
758
72
$236K 0.1%
1,838
73
$235K 0.1%
3,236
74
$235K 0.1%
4,100
75
$233K 0.1%
8,539
+1
1 2
3
4