HIGP

Hill Investment Group Partners Portfolio holdings

AUM $768M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$30.1M
2 +$737K
3 +$609K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$591K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$587K

Sector Composition

1 Energy 1.38%
2 Real Estate 0.39%
3 Financials 0.13%
4 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$223K 0.14%
2,859
27
$221K 0.14%
560
28
$207K 0.13%
+3,477
29
$68.1K 0.04%
1,913
+227