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
$347M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.52M
3
+$2.39M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$1.52M

Top Sells

1
+$1.65M
2
+$972K
3
+$810K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$266K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$132K

Sector Composition

1 Energy 1.19%
2 Real Estate 0.16%
3 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.33%
52,481
+8,880
27
$1.03M 0.3%
21,420
+11,055
28
$864K 0.25%
43,023
-3,169
29
$748K 0.22%
10,174
30
$707K 0.2%
32,755
-6,123
31
$692K 0.2%
27,533
-1,518
32
$569K 0.16%
6,126
-43
33
$546K 0.16%
22,565
34
$452K 0.13%
5,639
+1,391
35
$446K 0.13%
3,110
-1,853
36
$436K 0.13%
19,481
37
$338K 0.1%
9,305
+478
38
$281K 0.08%
1,647
-135
39
$228K 0.07%
637
40
$219K 0.06%
5,741
-269
41
$31.7K 0.01%
4,870
1
2