TH
Team Hewins Portfolio holdings
AUM
$277M
This Quarter Return
+13.66%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.96%
Holding
25
New
25
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional International Value ETF
DFIV
|
$51.7M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$46M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$43.8M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$22.4M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$5.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.23% |
| 2 | Financials | 0.16% |
