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
$719M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$972K
3
+$454K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$404K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$370K

Top Sells

1
+$339K
2
+$224K
3
+$208K
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$132K
5
AAPL icon
Apple
AAPL
+$102K

Sector Composition

1 Technology 0.91%
2 Energy 0.62%
3 Financials 0.33%
4 Healthcare 0.23%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.26%
20,450
27
$1.83M 0.25%
4,012
-211
28
$1.49M 0.21%
60,010
-1,747
29
$1.48M 0.21%
12,832
+82
30
$1.25M 0.17%
17,504
-67
31
$1.06M 0.15%
2,604
-47
32
$1.04M 0.14%
19,507
-25
33
$919K 0.13%
7,184
-49
34
$839K 0.12%
16,797
+55
35
$826K 0.11%
5,168
-9
36
$711K 0.1%
778
-21
37
$692K 0.1%
3,781
-160
38
$608K 0.08%
5,174
39
$601K 0.08%
23,613
40
$568K 0.08%
2,881
-232
41
$564K 0.08%
9,139
+15
42
$530K 0.07%
1,000
43
$479K 0.07%
17,993
44
$463K 0.06%
845
45
$461K 0.06%
7,976
+187
46
$414K 0.06%
2,245
-137
47
$400K 0.06%
473
-13
48
$395K 0.06%
725
49
$387K 0.05%
8,410
50
$356K 0.05%
7,194
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