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
$171M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$2.04M
3
+$1.79M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$930K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$760K

Top Sells

1
+$384K
2
+$358K
3
+$207K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$123K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$10.9K

Sector Composition

1 Energy 1.07%
2 Real Estate 0.39%
3 Communication Services 0.03%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$356K 0.21%
815
+255
27
$319K 0.19%
5,912
-202
28
$303K 0.18%
637
29
$290K 0.17%
+5,936
30
$225K 0.13%
2,859
31
$53.8K 0.03%
1,913
32
– –
-3,477
1
2