SM

Sensible Money Portfolio holdings

AUM $294M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.72M
3
+$2.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.07M

Top Sells

1
+$812K
2
+$230K
3
+$216K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$82.3K
5
VTV icon
Vanguard Value ETF
VTV
+$48.7K

Sector Composition

1 Technology 3.77%
2 Materials 0.91%
3 Communication Services 0.56%
4 Financials 0.5%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.15%
1,394
52
$347K 0.15%
9,537
53
$335K 0.14%
2,214
+526
54
$333K 0.14%
5,611
+24
55
$324K 0.14%
342
56
$324K 0.14%
1,668
+72
57
$319K 0.14%
5,973
58
$319K 0.14%
19,236
+460
59
$315K 0.13%
3,794
+1
60
$313K 0.13%
2,511
+21
61
$292K 0.13%
834
+76
62
$286K 0.12%
2,342
+504
63
$281K 0.12%
1,086
64
$274K 0.12%
14,773
+12
65
$272K 0.12%
2,022
+15
66
$266K 0.11%
3,337
67
$264K 0.11%
4,275
68
$262K 0.11%
1,183
+122
69
$252K 0.11%
3,213
70
$239K 0.1%
8,539
71
$236K 0.1%
4,100
72
$228K 0.1%
2,589
73
$225K 0.1%
3,236
74
$222K 0.1%
1,288
-282
75
$221K 0.09%
2,702
1 2
3
4