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
$743M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10.1M
3
+$2.48M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.03M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.14M

Top Sells

1
+$8.32M
2
+$1.29M
3
+$967K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$816K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$767K

Sector Composition

1 Technology 0.92%
2 Energy 0.59%
3 Financials 0.37%
4 Communication Services 0.23%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.25%
20,450
-5,164
27
$1.88M 0.25%
4,223
+54
28
$1.64M 0.22%
61,757
+275
29
$1.45M 0.19%
12,750
-2,786
30
$1.28M 0.17%
17,571
+144
31
$1.15M 0.15%
2,651
+72
32
$1.07M 0.14%
19,532
-1,158
33
$900K 0.12%
7,233
+75
34
$855K 0.12%
5,177
-745
35
$845K 0.11%
16,742
-337
36
$716K 0.1%
3,941
+196
37
$702K 0.09%
799
-106
38
$620K 0.08%
5,174
-660
39
$609K 0.08%
+23,613
40
$580K 0.08%
3,113
+386
41
$579K 0.08%
9,124
-5,738
42
$558K 0.08%
1,000
43
$479K 0.06%
17,993
-2
44
$470K 0.06%
845
-1
45
$457K 0.06%
7,789
-7,935
46
$437K 0.06%
2,382
+201
47
$414K 0.06%
486
-10
48
$401K 0.05%
725
49
$390K 0.05%
8,410
50
$364K 0.05%
7,194
-20
1
2
3