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
$746M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6M
3
+$3.74M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.33M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.54M

Top Sells

1
+$3.68M
2
+$2.98M
3
+$2.96M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.21M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.78M

Sector Composition

1 Energy 1.36%
2 Technology 1.27%
3 Financials 0.44%
4 Communication Services 0.3%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.33%
18,152
+659
27
$2.13M 0.29%
7,347
-5,240
28
$1.87M 0.25%
19,277
-1,173
29
$1.53M 0.2%
59,750
-260
30
$1.29M 0.17%
2,838
+234
31
$993K 0.13%
9,231
-3,601
32
$832K 0.11%
12,576
+3,437
33
$778K 0.1%
4,083
+1,838
34
$764K 0.1%
4,511
-657
35
$760K 0.1%
4,017
+236
36
$712K 0.1%
7,161
-23
37
$681K 0.09%
+5,373
38
$637K 0.09%
25,607
+1,994
39
$634K 0.08%
2,888
+7
40
$626K 0.08%
8,712
-8,792
41
$608K 0.08%
2,529
+1,236
42
$591K 0.08%
765
-13
43
$570K 0.08%
1,000
44
$522K 0.07%
+7,422
45
$510K 0.07%
8,793
+817
46
$497K 0.07%
845
47
$488K 0.07%
+2,036
48
$472K 0.06%
9,004
-10,503
49
$464K 0.06%
+1,757
50
$461K 0.06%
+12,002
1
2
3 4