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
1
$76.2M 25.89%
1,974,877
+86,191
2
$56.2M 19.1%
965,599
+62,401
3
$25.2M 8.58%
804,146
-20,509
4
$22.7M 7.72%
708,263
+41,812
5
$22.7M 7.71%
711,552
+22,941
6
$18.4M 6.27%
562,653
+71,892
7
$11.6M 3.95%
325,651
-5,869
8
$7.82M 2.66%
30,699
-433
9
$3.27M 1.11%
117,335
-1,577
10
$3.22M 1.09%
88,997
-735
11
$2.13M 0.72%
6,490
12
$2.06M 0.7%
3,092
-48
13
$1.96M 0.67%
27,106
+1,692
14
$1.82M 0.62%
20,486
-18
15
$1.63M 0.55%
41,580
-4,995
16
$1.44M 0.49%
21,895
-92
17
$1.41M 0.48%
3,729
18
$1.35M 0.46%
2,609
-92
19
$1.28M 0.44%
1,919
+3
20
$1.25M 0.42%
20,849
21
$1.24M 0.42%
5,120
+1
22
$1.2M 0.41%
1,952
23
$980K 0.33%
4,266
24
$937K 0.32%
16,333
25
$866K 0.29%
7,290
-24
1
2 3 4