HIGP

Hill Investment Group Partners Portfolio holdings

AUM $820M
1-Year Est. Return 10.71%
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$798K
3
+$240K
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$74.8K

Top Sells

1
+$130M
2
+$33.8M
3
+$25.5M
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$22.2M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$13.8M

Sector Composition

1 Technology 0.46%
2 Energy 0.45%
3 Financials 0.35%
4 Healthcare 0.11%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 0.12%
13,776
+1,200
27
$798K 0.11%
+1
28
$653K 0.09%
24,931
-676
29
$633K 0.09%
8,618
-94
30
$564K 0.08%
4,742
-4,489
31
$547K 0.08%
3,165
-1,346
32
$498K 0.07%
8,443
-561
33
$491K 0.07%
5,471
-1,690
34
$473K 0.06%
6,250
-1,172
35
$473K 0.06%
12,002
36
$383K 0.05%
8,410
-280
37
$339K 0.05%
2,194
-1,823
38
$315K 0.04%
3,410
-15,867
39
$295K 0.04%
11,409
-51
40
$282K 0.04%
342
-423
41
$280K 0.04%
296
-152
42
$273K 0.04%
6,638
-1,096
43
$255K 0.04%
4,269
-62,670
44
$240K 0.03%
41,161
45
$235K 0.03%
6,966
-242
46
$231K 0.03%
455
-71
47
$224K 0.03%
5,821
-233
48
$223K 0.03%
1,007
-1,522
49
$211K 0.03%
2,334
-43
50
$206K 0.03%
6,604
-426
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