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Team Hewins Portfolio holdings

AUM $337M
1-Year Est. Return 24.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.42%
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
+$1.46M
2
+$1.43M
3
+$1.26M
4
VTV icon
Vanguard Value ETF
VTV
+$1.15M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.14M

Top Sells

1
+$78.2M
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
27
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-24,953
28
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-8,365
29
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-7,337
30
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-8,140
31
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-26,655
32
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-283,170
33
– –
-4,788
34
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-21,008
35
– –
-119,708
36
– –
-8,121
37
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-45,769
38
– –
-161,376
39
– –
-508,962
40
– –
-40,825
41
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-45,275
42
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-7,632
43
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-59,054
44
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-5,030
45
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-52,400
46
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-22,231
47
– –
-53,725
48
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-61,290
49
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-13,858
50
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-22,775
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