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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$6.68M
3
+$1.96M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$299K
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$235K

Top Sells

1
+$27M
2
+$15.7M
3
+$2.75M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$2.4M
5
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.87M

Sector Composition

1 Technology 0.48%
2 Energy 0.37%
3 Financials 0.26%
4 Industrials 0.13%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBI
1
The RBB Fund Trust Longview Advantage ETF
EBI
$655M
$367M 40.48%
6,335,885
+113,254
LVIG
2
Longview Advantage Fixed Income ETF
LVIG
$103M
$89M 9.82%
+900,889
DFIC icon
3
Dimensional International Core Equity 2 ETF
DFIC
$14.2B
$72.5M 8%
2,039,273
+8,227
AVDV icon
4
Avantis International Small Cap Value ETF
AVDV
$19.8B
$50.5M 5.58%
506,111
-2,904
DFEM icon
5
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.31B
$49.7M 5.49%
1,438,629
-13,863
DFGX icon
6
Dimensional International Core Fixed Income ETF
DFGX
$1.6B
$35.6M 3.93%
678,537
-295,733
DFIP icon
7
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
$33M 3.65%
791,225
-11,383
DFIV icon
8
Dimensional International Value ETF
DFIV
$20B
$31.3M 3.46%
593,757
-6,332
AVIG icon
9
Avantis Core Fixed Income ETF
AVIG
$1.89B
$30.8M 3.4%
741,653
-643,493
AVUV icon
10
Avantis US Small Cap Value ETF
AVUV
$28B
$30M 3.31%
271,433
+17,765
DFAC icon
11
Dimensional US Core Equity 2 ETF
DFAC
$46.4B
$19.3M 2.13%
495,653
-20,307
AVRE icon
12
Avantis Real Estate ETF
AVRE
$830M
$17.1M 1.89%
389,403
-53,014
DISV icon
13
Dimensional International Small Cap Value ETF
DISV
$4.79B
$14M 1.55%
356,150
-1,970
AVEM icon
14
Avantis Emerging Markets Equity ETF
AVEM
$26.2B
$13.4M 1.48%
166,412
-763
AVDE icon
15
Avantis International Equity ETF
AVDE
$17.1B
$11.6M 1.28%
136,528
-1,199
BSVO icon
16
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.3B
$5.46M 0.6%
215,339
-402
DFSV icon
17
Dimensional US Small Cap Value ETF
DFSV
$7.68B
$4.72M 0.52%
134,617
+96
DFAT icon
18
Dimensional US Targeted Value ETF
DFAT
$13.9B
$4.32M 0.48%
69,156
BSM icon
19
Black Stone Minerals
BSM
$2.93B
$2.68M 0.3%
177,487
BOXX icon
20
Alpha Architect 1-3 Month Box ETF
BOXX
$12.5B
$2.31M 0.25%
19,850
-11,491
AVSU icon
21
Avantis Responsible US Equity ETF
AVSU
$468M
$1.98M 0.22%
26,722
+3,038
DFGR icon
22
Dimensional Global Real Estate ETF
DFGR
$3.6B
$1.9M 0.21%
71,311
-16,204
NVDA icon
23
NVIDIA
NVDA
$4.96T
$1.85M 0.2%
10,636
-20
AAPL icon
24
Apple
AAPL
$4.35T
$1.63M 0.18%
6,429
DFCF icon
25
Dimensional Core Fixed Income ETF
DFCF
$10.6B
$1.24M 0.14%
29,389
-64,423
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