HIGP

Hill Investment Group Partners Portfolio holdings

AUM $768M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.4M
3
+$4.56M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.93M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.25M

Top Sells

1
+$9.16M
2
+$4.13M
3
+$1.56M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$953K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$768K

Sector Composition

1 Energy 1.29%
2 Financials 0.37%
3 Healthcare 0.34%
4 Technology 0.33%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.05%
+2,440
52
$204K 0.05%
+446
53
$202K 0.05%
+7,355
54
$10.7K ﹤0.01%
4,870
55
– –
-5,741
56
– –
-637
1 2
3