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
$305M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$17.6M
3
+$17.4M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$17.1M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$14.3M

Top Sells

1
+$1.55M
2
+$93.2K
3
+$53.9K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$6.45K

Sector Composition

1 Energy 0.78%
2 Real Estate 0.2%
3 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$541K 0.18%
19,480
27
$512K 0.17%
4,728
+861
28
$469K 0.15%
2,207
+22
29
$456K 0.15%
9,484
30
$373K 0.12%
7,183
+1,271
31
$338K 0.11%
815
32
$288K 0.09%
637
33
$210K 0.07%
2,859
34
$124K 0.04%
4,870
+2,957
1
2