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
$555M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.77M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$4.36M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.77M

Top Sells

1
+$1.14M
2
+$920K
3
+$573K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$411K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$391K

Sector Composition

1 Energy 0.89%
2 Technology 0.37%
3 Financials 0.29%
4 Healthcare 0.25%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.27%
20,439
-2,919
27
$1.39M 0.25%
18,494
+4
28
$1.15M 0.21%
5,940
+203
29
$928K 0.17%
2,725
+365
30
$903K 0.16%
17,983
+111
31
$769K 0.14%
2,255
+11
32
$765K 0.14%
10,174
33
$750K 0.14%
14,525
+2,466
34
$717K 0.13%
4,727
-43
35
$700K 0.13%
1,493
36
$677K 0.12%
5,871
37
$648K 0.12%
27,633
-4,956
38
$645K 0.12%
5,835
39
$573K 0.1%
22,565
40
$537K 0.1%
19,664
-3,987
41
$497K 0.09%
16,034
-3,064
42
$412K 0.07%
16,726
-482
43
$383K 0.07%
12,620
44
$334K 0.06%
1,075
-294
45
$333K 0.06%
7,212
-2,371
46
$329K 0.06%
2,527
+60
47
$290K 0.05%
3,245
48
$283K 0.05%
1,712
-251
49
$270K 0.05%
+2,228
50
$257K 0.05%
1,293
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