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
$708M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$2.14M
3
+$510K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$483K
5
MA icon
Mastercard
MA
+$218K

Top Sells

1
+$29.8M
2
+$1.13M
3
+$679K
4
LLY icon
Eli Lilly
LLY
+$496K
5
AMZN icon
Amazon
AMZN
+$471K

Sector Composition

1 Technology 0.73%
2 Energy 0.66%
3 Financials 0.36%
4 Healthcare 0.23%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.25%
4,169
-245
27
$1.57M 0.22%
61,482
-7,213
28
$1.56M 0.22%
9,113
-1,012
29
$1.55M 0.22%
17,190
+110
30
$1.27M 0.18%
17,427
-1,097
31
$1.13M 0.16%
20,690
-1,273
32
$1.08M 0.15%
2,579
-978
33
$964K 0.14%
5,922
-521
34
$944K 0.13%
7,158
35
$921K 0.13%
15,724
-189
36
$913K 0.13%
14,862
+174
37
$864K 0.12%
17,079
+1,102
38
$767K 0.11%
10,174
39
$704K 0.1%
905
-638
40
$682K 0.1%
5,834
-1
41
$565K 0.08%
3,745
-1
42
$556K 0.08%
1,000
43
$492K 0.07%
2,727
-2,610
44
$454K 0.06%
17,995
+1,269
45
$445K 0.06%
846
46
$392K 0.06%
8,410
47
$379K 0.05%
725
48
$363K 0.05%
496
-186
49
$362K 0.05%
7,214
50
$332K 0.05%
2,181
1
2
3