HIGP
Hill Investment Group Partners Portfolio holdings
AUM
$841M
1-Year Est. Return
17.2%
This Fund
S&P 500
1 Year Est. Return
+17.2%
AUM
$841M
AUM Growth
+$20.3M
(+2.5%)
Holding
57
Top Buys
| 1 | +$7.3M | |
| 2 | +$4.29M | |
| 3 | +$2.11M | |
| 4 |
Avantis Core Municipal Fixed Income ETF
AVMU
|
+$1.82M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.12M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$3.61M | |
| 3 | +$762K | |
| 4 |
Vanguard Value ETF
VTV
|
+$630K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$576K |
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Energy | 0.34% |
| 3 | Financials | 0.32% |
| 4 | Communication Services | 0.13% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Core Equity Market ETF
DFAU
$10.3B
| – | – |
-6,119
|
|
||
52
Dimensional US Marketwide Value ETF
DFUV
$13.4B
| – | – |
-4,713
|
|
||
|
53
iShares MSCI EAFE Value ETF
EFV
$28.9B
| – | – |
-8,495
|
|
||
|
54
Vanguard Value ETF
VTV
$165B
| – | – |
-3,378
|
|
||
55
Vanguard Total Bond Market
BND
$151B
| – | – |
-10,241
|
|
||
56
Dimensional Emerging Core Equity Market ETF
DFAE
$8.07B
| – | – |
-11,978
|
|
||
57
Dimensional International Core Equity Market ETF
DFAI
$14.5B
| – | – |
-7,031
|
|