SM

Sensible Money Portfolio holdings

AUM $329M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.22M
3
+$2.29M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.29M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$711K

Top Sells

1
+$623K
2
+$252K
3
+$228K
4
FCX icon
Freeport-McMoran
FCX
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$204K

Sector Composition

1 Technology 3.52%
2 Communication Services 0.78%
3 Materials 0.55%
4 Financials 0.46%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415K 0.14%
1,394
52
$415K 0.14%
9,696
53
$378K 0.13%
5,669
+30
54
$364K 0.12%
3,857
55
$361K 0.12%
2,221
+4
56
$360K 0.12%
1,668
57
$353K 0.12%
2,494
-7
58
$346K 0.12%
5,973
59
$341K 0.12%
2,342
60
$332K 0.11%
19,652
+399
61
$317K 0.11%
343
62
$295K 0.1%
1,159
-24
63
$288K 0.1%
3,213
64
$285K 0.1%
834
65
$285K 0.1%
15,126
+340
66
$276K 0.09%
1,944
-96
67
$272K 0.09%
4,275
68
$264K 0.09%
3,300
69
$263K 0.09%
3,236
70
$260K 0.09%
9,884
71
$257K 0.09%
2,589
72
$251K 0.09%
2,693
-37
73
$247K 0.08%
3,665
74
$244K 0.08%
865
75
$241K 0.08%
328
1 2
3
4