TH

Team Hewins Portfolio holdings

AUM $296M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.53M
3
+$1.33M
4
VTV icon
Vanguard Value ETF
VTV
+$1.22M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.2M

Top Sells

1
+$83.8M
2
+$35.1M
3
+$20.5M
4
MSFT icon
Microsoft
MSFT
+$17M
5
NVDA icon
NVIDIA
NVDA
+$12.3M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.09%
+5,299
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50
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