SM

Sensible Money Portfolio holdings

AUM $329M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.22M
3
+$2.29M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.29M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$711K

Top Sells

1
+$623K
2
+$252K
3
+$228K
4
FCX icon
Freeport-McMoran
FCX
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$204K

Sector Composition

1 Technology 3.52%
2 Communication Services 0.78%
3 Materials 0.55%
4 Financials 0.46%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.08%
2,390
-347
77
$236K 0.08%
+1,020
78
$233K 0.08%
8,545
+1
79
$233K 0.08%
3,000
80
$227K 0.08%
3,096
-1,248
81
$227K 0.08%
4,979
-336
82
$222K 0.08%
738
-89
83
$220K 0.07%
1,079
84
$219K 0.07%
+4,041
85
$214K 0.07%
+8,323
86
$204K 0.07%
+1,221
87
$202K 0.07%
2,382
88
$11.3K ﹤0.01%
+833
89
– –
-4,100
90
– –
-1,288
91
– –
-715
1 2 3
4