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
$679M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.65M
3
+$3.75M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$3.58M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$3.51M

Top Sells

1
+$3.44M
2
+$2.44M
3
+$966K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$826K
5
PG icon
Procter & Gamble
PG
+$659K

Sector Composition

1 Technology 0.69%
2 Energy 0.67%
3 Financials 0.33%
4 Healthcare 0.25%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.24%
4,414
-1,511
27
$1.36M 0.2%
18,524
-2,456
28
$1.27M 0.19%
3,557
+1,312
29
$1.14M 0.17%
21,963
-7,264
30
$963K 0.14%
6,443
-2,793
31
$944K 0.14%
15,913
-57,917
32
$899K 0.13%
1,543
33
$846K 0.12%
17,080
+4,460
34
$825K 0.12%
14,688
+163
35
$816K 0.12%
15,977
-691
36
$811K 0.12%
5,337
+950
37
$780K 0.11%
7,158
-287
38
$777K 0.11%
10,174
39
$671K 0.1%
5,835
40
$523K 0.08%
+3,746
41
$507K 0.07%
+1,000
42
$450K 0.07%
682
+240
43
$415K 0.06%
16,726
44
$406K 0.06%
+15,305
45
$404K 0.06%
846
-214
46
$394K 0.06%
+8,410
47
$353K 0.05%
14,648
-9,044
48
$346K 0.05%
7,214
+2
49
$345K 0.05%
725
-262
50
$307K 0.05%
2,181
-20
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2
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