HIGP
Hill Investment Group Partners Portfolio holdings
AUM
$768M
1-Year Est. Return
10.55%
1 Year Est. Return
+10.55%
AUM
$768M
AUM Growth
+$39.7M
(+5.5%)
Holding
52
Top Buys
| 1 | +$20.2M | |
| 2 | +$2.3M | |
| 3 | +$1.23M | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$1.06M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$803K |
Top Sells
| 1 | +$12.6M | |
| 2 | +$4.58M | |
| 3 | +$4.55M | |
| 4 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$4.44M |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$4.28M |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Small-Cap ETF
VB
$66.9B
| $217K | 0.03% |
914
-93
|
|
||
52
Vanguard Real Estate ETF
VNQ
$33.3B
| – | – |
-2,334
|
|