TH

Team Hewins Portfolio holdings

AUM $277M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.11%
2,280
27
-3,263
28
-9,260