SM

Sensible Money Portfolio holdings

AUM $313M
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.81M
3
+$1.76M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.43M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$784K

Top Sells

1
+$451K
2
+$357K
3
+$302K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$266K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$218K

Sector Composition

1 Technology 3.36%
2 Materials 0.77%
3 Communication Services 0.65%
4 Financials 0.5%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$393K 0.15%
9,696
+159
52
$386K 0.15%
1,394
53
$371K 0.14%
2,217
+3
54
$346K 0.13%
5,639
+28
55
$342K 0.13%
3,857
+63
56
$341K 0.13%
1,668
57
$339K 0.13%
343
+1
58
$339K 0.13%
5,973
59
$333K 0.13%
2,501
-10
60
$323K 0.12%
19,253
+17
61
$316K 0.12%
2,342
62
$304K 0.12%
1,086
63
$296K 0.11%
834
64
$280K 0.11%
1,183
65
$277K 0.1%
14,786
+13
66
$275K 0.1%
3,213
67
$271K 0.1%
2,040
+18
68
$264K 0.1%
4,275
69
$255K 0.1%
865
70
$252K 0.1%
4,100
71
$249K 0.09%
+2,737
72
$249K 0.09%
3,236
73
$244K 0.09%
2,730
+28
74
$243K 0.09%
2,589
75
$242K 0.09%
+328
1 2
3
4