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
1
$59.4M 25.47%
1,801,981
+77,951
2
$43.7M 18.71%
848,025
+55,987
3
$21.9M 9.38%
835,632
-31,001
4
$17.2M 7.38%
636,963
+39,528
5
$16.9M 7.23%
637,927
+58,897
6
$12M 5.12%
430,656
+97,999
7
$9.63M 4.12%
330,628
-2,826
8
$7.12M 3.05%
32,076
+71
9
$2.78M 1.19%
118,818
+547
10
$2.75M 1.18%
89,134
-325
11
$2.12M 0.91%
55,975
+8,044
12
$1.78M 0.76%
3,177
-412
13
$1.61M 0.69%
20,536
-57
14
$1.49M 0.64%
24,653
-95
15
$1.44M 0.62%
2,810
+207
16
$1.33M 0.57%
4,839
+30
17
$1.19M 0.51%
21,970
-124
18
$1.18M 0.51%
3,729
19
$1.08M 0.46%
1,913
-4
20
$1.06M 0.45%
20,849
+73
21
$1.01M 0.43%
2,701
+186
22
$828K 0.35%
8,839
+112
23
$791K 0.34%
5,118
-44
24
$781K 0.33%
10,453
25
$770K 0.33%
16,329
1
2 3 4