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
$602M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$10.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.23M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$5.04M

Top Sells

1
+$984K
2
+$207K
3
+$201K
4
VTV icon
Vanguard Value ETF
VTV
+$175K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$160K

Sector Composition

1 Energy 0.88%
2 Technology 0.73%
3 Healthcare 0.27%
4 Financials 0.26%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.26%
8,967
+3,027
27
$1.46M 0.24%
20,980
+541
28
$1.43M 0.24%
29,227
-3,278
29
$1.35M 0.23%
18,479
-15
30
$1.27M 0.21%
9,236
-1,267
31
$829K 0.14%
1,543
+50
32
$802K 0.13%
16,668
-1,315
33
$786K 0.13%
2,245
-10
34
$766K 0.13%
7,445
+1,574
35
$736K 0.12%
10,174
36
$720K 0.12%
14,525
37
$659K 0.11%
4,521
-206
38
$620K 0.1%
5,835
39
$558K 0.09%
4,387
+1,860
40
$549K 0.09%
+12,620
41
$535K 0.09%
23,692
-3,941
42
$501K 0.08%
22,565
43
$455K 0.08%
+1,060
44
$422K 0.07%
16,172
-3,492
45
$422K 0.07%
+987
46
$404K 0.07%
13,491
-2,543
47
$400K 0.07%
16,726
48
$361K 0.06%
12,620
49
$315K 0.05%
7,212
50
$304K 0.05%
3,745
+500
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2
3