HIGP
Hill Investment Group Partners Portfolio holdings
AUM
$820M
1-Year Est. Return
10.71%
1 Year Est. Return
+10.71%
AUM
$820M
AUM Growth
+$52.4M
(+6.8%)
Holding
55
Top Buys
| 1 | +$3.74M | |
| 2 | +$3.05M | |
| 3 | +$1.22M | |
| 4 |
Lockheed Martin
LMT
|
+$760K |
| 5 |
Playboy Inc
PLBY
|
+$305K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$746K | |
| 3 | +$687K | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$387K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$345K |
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 | |
|---|---|---|---|---|---|---|
51
S&P Global
SPGI
$155B
| $224K | 0.03% |
460
|
|
||
52
Dimensional US Marketwide Value ETF
DFUV
$12.8B
| $211K | 0.03% |
+4,713
|
|
||
53
Dimensional International Sustainability Core 1 ETF
DFSI
$904M
| $200K | 0.02% |
+4,893
|
|
||
54
National CineMedia
NCMI
$378M
| $182K | 0.02% |
40,365
-13,372
|
|
||
55
Vanguard Small-Cap ETF
VB
$68.9B
| – | – |
-914
|
|