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
$205M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.28M
3
+$2.86M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.31M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$2.29M

Top Sells

1
+$848K
2
+$438K
3
+$212K
4
V icon
Visa
V
+$210K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Technology 2.53%
2 Materials 1.18%
3 Communication Services 0.76%
4 Financials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.7M 26.18%
1,665,263
+193,780
2
$37.6M 18.35%
725,323
+55,194
3
$22.6M 11.04%
890,226
-33,343
4
$15.2M 7.43%
553,997
+83,209
5
$13.3M 6.5%
498,922
+86,262
6
$8.12M 3.96%
301,817
+10,671
7
$5.19M 2.53%
197,493
+162,843
8
$3.53M 1.72%
16,743
-230
9
$2.82M 1.38%
118,950
-4,490
10
$2.66M 1.3%
89,930
-1,412
11
$2.43M 1.18%
49,922
-1,996
12
$1.82M 0.89%
6,788
+2,459
13
$1.59M 0.78%
20,315
-702
14
$1.3M 0.63%
2,384
+103
15
$1.25M 0.61%
4,041
16
$1.2M 0.59%
22,414
-144
17
$1.19M 0.58%
2,379
-875
18
$1.17M 0.57%
19,799
+8,509
19
$1.12M 0.55%
2,514
-40
20
$1.08M 0.53%
1,968
+3
21
$1.03M 0.5%
20,911
-71
22
$986K 0.48%
9,242
-62
23
$935K 0.46%
5,133
-138
24
$885K 0.43%
42,012
+570
25
$842K 0.41%
4,266
1
2 3 4