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
$264M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.81M
3
+$1.76M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.43M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$784K

Top Sells

1
+$451K
2
+$357K
3
+$302K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$266K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$218K

Sector Composition

1 Technology 3.36%
2 Materials 0.77%
3 Communication Services 0.65%
4 Financials 0.5%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.09%
9,884
77
$241K 0.09%
550
78
$230K 0.09%
3,665
79
$228K 0.09%
1,288
80
$226K 0.09%
8,544
+5
81
$226K 0.09%
+5,315
82
$221K 0.08%
+1,079
83
$214K 0.08%
3,000
84
$212K 0.08%
+827
85
$204K 0.08%
+715
86
$200K 0.08%
+2,382
87
– –
-3,337
88
– –
-14,586
89
– –
-1,020
1 2 3
4