SM

Sensible Money Portfolio holdings

AUM $294M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.72M
3
+$2.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.07M

Top Sells

1
+$812K
2
+$230K
3
+$216K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$82.3K
5
VTV icon
Vanguard Value ETF
VTV
+$48.7K

Sector Composition

1 Technology 3.77%
2 Materials 0.91%
3 Communication Services 0.56%
4 Financials 0.5%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$218K 0.09%
9,884
77
$215K 0.09%
+865
78
$215K 0.09%
3,665
79
$214K 0.09%
+1,020
80
$213K 0.09%
3,000
81
$204K 0.09%
550
-122
82
$120K 0.05%
14,586
83
– –
-1,498
1 2 3
4