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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.02M
3
+$1.21M
4
LMT icon
Lockheed Martin
LMT
+$691K
5
PLBY icon
Playboy Inc
PLBY
+$357K

Top Sells

1
+$2.63M
2
+$725K
3
+$648K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$376K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 0.59%
2 Energy 0.34%
3 Financials 0.3%
4 Industrials 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.14%
2,335
+9
27
$1.15M 0.14%
15,655
-1,229
28
$762K 0.09%
10,241
+464
29
$760K 0.09%
+1,523
30
$758K 0.09%
24,167
-400
31
$754K 0.09%
1
32
$630K 0.08%
3,378
-1
33
$576K 0.07%
8,495
-61
34
$569K 0.07%
2,340
-4
35
$562K 0.07%
12,002
36
$464K 0.06%
5,314
-119
37
$464K 0.06%
5,524
38
$441K 0.05%
3,909
-1
39
$429K 0.05%
3,949
-245
40
$409K 0.05%
8,972
+562
41
$378K 0.05%
11,978
-192
42
$305K 0.04%
+207,653
43
$292K 0.04%
4,269
44
$286K 0.03%
6,259
-432
45
$281K 0.03%
304
-4
46
$280K 0.03%
6,119
-79
47
$276K 0.03%
362
+4
48
$271K 0.03%
6,585
-381
49
$256K 0.03%
7,031
-57
50
$241K 0.03%
1,096
+8
1
2
3