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
$166M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.58M
3
+$1.01M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$950K
5
DIS icon
Walt Disney
DIS
+$827K

Top Sells

1
+$1.04M
2
+$268K
3
+$127K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$120K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$29.1K

Sector Composition

1 Technology 2.83%
2 Communication Services 1.54%
3 Materials 1.14%
4 Financials 0.4%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,000
77
– –
-49,172
1 2 3
4