SM

Sensible Money Portfolio holdings

AUM $264M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
-$784K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.36M
3
+$1.02M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1,000K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$673K

Top Sells

1
+$887K
2
+$362K
3
+$214K
4
UNH icon
UnitedHealth
UNH
+$210K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$206K

Sector Composition

1 Technology 4.22%
2 Materials 0.8%
3 Communication Services 0.71%
4 Financials 0.47%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.1%
9,884
-1
77
$222K 0.1%
3,000
78
$217K 0.1%
3,665
79
$216K 0.09%
+1,498
80
$204K 0.09%
2,702
81
$123K 0.05%
14,586
82
– –
-1,020
83
– –
-5,343
84
– –
-359
85
– –
-9,765
86
– –
-42,012
1 2 3
4