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
$137M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$3.11M
3
+$1.99M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$1.8M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.51M

Top Sells

1
+$166K
2
+$164K
3
+$87.9K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.9K
5
MSFT icon
Microsoft
MSFT
+$42.6K

Sector Composition

1 Technology 2.48%
2 Materials 1.5%
3 Communication Services 1.11%
4 Financials 0.4%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.8M 22.41%
1,134,280
+266,469
2
$26.9M 19.59%
580,395
+42,823
3
$16.2M 11.79%
695,350
+133,451
4
$8.09M 5.89%
332,057
+73,681
5
$6.82M 4.96%
283,376
+62,977
6
$5.77M 4.2%
244,166
+20,128
7
$2.86M 2.08%
130,614
-370
8
$2.57M 1.87%
13,273
-453
9
$2.48M 1.8%
92,612
-997
10
$2.07M 1.5%
51,673
+5
11
$1.77M 1.29%
22,945
-122
12
$1.3M 0.95%
3,204
13
$1.28M 0.93%
12,849
+96
14
$1.15M 0.83%
23,242
-511
15
$1.11M 0.81%
24,086
+233
16
$1.07M 0.78%
2,405
-370
17
$1.05M 0.77%
4,134
+93
18
$1.04M 0.76%
49,117
+103
19
$1.03M 0.75%
4,677
-272
20
$833K 0.61%
2,445
-125
21
$821K 0.6%
39,892
+5,036
22
$819K 0.6%
15,473
23
$810K 0.59%
5,505
24
$797K 0.58%
24,009
-601
25
$757K 0.55%
12,053
1
2 3