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
$509M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$10.7M
3
+$9.72M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.75M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$6.56M

Top Sells

1
+$907K
2
+$664K
3
+$386K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$193K
5
VB icon
Vanguard Small-Cap ETF
VB
+$67.1K

Sector Composition

1 Energy 1%
2 Technology 0.32%
3 Financials 0.27%
4 Healthcare 0.26%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.33%
12,110
-77
27
$1.31M 0.26%
18,490
-688
28
$946K 0.19%
5,737
-56
29
$905K 0.18%
17,872
+1
30
$781K 0.15%
10,174
31
$750K 0.15%
32,589
-789
32
$709K 0.14%
4,770
+179
33
$693K 0.14%
2,244
-2
34
$680K 0.13%
2,360
-123
35
$637K 0.13%
5,835
36
$637K 0.13%
23,651
-229
37
$625K 0.12%
5,871
38
$606K 0.12%
22,565
39
$582K 0.11%
12,059
+2,664
40
$549K 0.11%
19,098
-93
41
$513K 0.1%
1,493
42
$433K 0.09%
9,583
+119
43
$430K 0.08%
12,620
44
$422K 0.08%
17,208
+482
45
$404K 0.08%
1,369
+43
46
$325K 0.06%
3,245
-95
47
$312K 0.06%
1,963
+13
48
$288K 0.06%
3,471
+44
49
$255K 0.05%
2,467
+27
50
$245K 0.05%
1,293
-354
1
2
3