SM
Sensible Money Portfolio holdings
AUM
$264M
This Quarter Return
+8.96%
1 Year Return
+11.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+13%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
83.24%
Holding
90
New
7
Increased
34
Reduced
11
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$487K |
| 2 |
Freeport-McMoran
FCX
|
$407K |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$322K |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$266K |
| 5 |
Invesco QQQ Trust
QQQ
|
$242K |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Materials | 0.77% |
| 3 | Communication Services | 0.65% |
| 4 | Financials | 0.5% |
| 5 | Consumer Discretionary | 0.29% |
