HIGP
Hill Investment Group Partners Portfolio holdings
AUM
$768M
This Quarter Return
+4.66%
1 Year Return
+10.55%
3 Year Return
+33.53%
5 Year Return
–
10 Year Return
–
AUM
$708M
AUM Growth
+$708M
(+4.2%)
Cap. Flow
-$874K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
76.14%
Holding
72
New
4
Increased
14
Reduced
33
Closed
3
Top Buys
| 1 |
Dimensional Global ex US Core Fixed Income ETF
DFGX
|
$32.3M |
| 2 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$2.14M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$510K |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
$483K |
| 5 |
Mastercard
MA
|
$218K |
Top Sells
| 1 |
Avantis Core Fixed Income ETF
AVIG
|
$29.8M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$1.13M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$679K |
| 4 |
Eli Lilly
LLY
|
$496K |
| 5 |
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% |
