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
$210M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$2.1M
3 +$389K
4
VB icon
Vanguard Small-Cap ETF
VB
+$109K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$217K 0.1%
2,280
27
-5,006