HIGP

Hill Investment Group Partners Portfolio holdings

AUM $841M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$50.7M
2 +$34.9M
3 +$8.42M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$6.57M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.64M

Top Sells

No sells this quarter

Sector Composition

1 Energy 1.58%
2 Real Estate 0.52%
3 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$85.5K 0.07%
+1,686