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
$358M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.6M
3
+$14.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$14.4M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$12.4M

Top Sells

1
+$3.82M
2
+$3.31M
3
+$2.33M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.27M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.77M

Sector Composition

1 Energy 1.05%
2 Real Estate 0.17%
3 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$975K 0.27%
18,744
-73,454
27
$939K 0.26%
38,878
-29,113
28
$790K 0.22%
+10,174
29
$768K 0.21%
29,051
-5,143
30
$744K 0.21%
4,963
+608
31
$639K 0.18%
12,544
-64,860
32
$637K 0.18%
6,169
+43
33
$600K 0.17%
22,565
34
$517K 0.14%
10,365
-24,000
35
$494K 0.14%
19,481
+1
36
$387K 0.11%
4,248
-480
37
$360K 0.1%
8,827
-657
38
$314K 0.09%
1,782
-425
39
$266K 0.07%
6,010
-1,173
40
$240K 0.07%
637
41
$44.6K 0.01%
4,870
42
– –
-2,859
43
– –
-815
1
2