HIGP

Hill Investment Group Partners Portfolio holdings

AUM $841M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$768M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.11M
3
+$1.14M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$998K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$785K

Top Sells

1
+$11.7M
2
+$4.42M
3
+$4.32M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.22M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$3.99M

Sector Composition

1 Technology 0.56%
2 Energy 0.36%
3 Financials 0.31%
4 Healthcare 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.15%
16,884
+3,108
27
$1.13M 0.15%
2,326
+31
28
$729K 0.09%
1
29
$722K 0.09%
24,567
-364
30
$720K 0.09%
9,777
+1,159
31
$597K 0.08%
3,379
+214
32
$543K 0.07%
8,556
+113
33
$513K 0.07%
12,002
34
$454K 0.06%
5,433
-817
35
$437K 0.06%
5,524
+53
36
$423K 0.06%
4,194
+784
37
$421K 0.05%
3,910
-832
38
$413K 0.05%
2,344
+150
39
$376K 0.05%
8,410
40
$352K 0.05%
12,170
+761
41
$305K 0.04%
308
+12
42
$288K 0.04%
6,691
+53
43
$279K 0.04%
358
+16
44
$272K 0.04%
4,269
45
$265K 0.03%
6,966
46
$263K 0.03%
6,198
+377
47
$260K 0.03%
53,737
+12,576
48
$245K 0.03%
7,088
+484
49
$243K 0.03%
460
+5
50
$239K 0.03%
+1,088
1
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