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
$413M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.4M
3
+$4.56M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.93M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.25M

Top Sells

1
+$9.16M
2
+$4.13M
3
+$1.56M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$953K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$768K

Sector Composition

1 Energy 1.29%
2 Financials 0.37%
3 Healthcare 0.34%
4 Technology 0.33%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.32%
19,178
-60,693
27
$884K 0.21%
17,871
-3,549
28
$756K 0.18%
10,174
29
$753K 0.18%
+5,793
30
$733K 0.18%
33,378
-9,645
31
$696K 0.17%
+4,591
32
$694K 0.17%
+2,246
33
$651K 0.16%
+5,871
34
$600K 0.15%
5,835
-291
35
$598K 0.14%
23,880
-8,875
36
$595K 0.14%
+2,483
37
$585K 0.14%
22,565
38
$546K 0.13%
+1,493
39
$543K 0.13%
+12,620
40
$519K 0.13%
19,191
-8,342
41
$430K 0.1%
+9,395
42
$419K 0.1%
+1,326
43
$397K 0.1%
9,464
+159
44
$396K 0.1%
16,726
-2,755
45
$310K 0.07%
1,950
-1,160
46
$302K 0.07%
1,647
47
$291K 0.07%
+1,845
48
$290K 0.07%
+3,340
49
$283K 0.07%
3,427
-2,212
50
$211K 0.05%
+1,308
1
2
3