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
$509M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$10.7M
3
+$9.72M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.75M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$6.56M

Top Sells

1
+$907K
2
+$664K
3
+$386K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$193K
5
VB icon
Vanguard Small-Cap ETF
VB
+$67.1K

Sector Composition

1 Energy 1%
2 Technology 0.32%
3 Financials 0.27%
4 Healthcare 0.26%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$235K 0.05%
1,845
52
$220K 0.04%
442
-4
53
$206K 0.04%
7,355
54
$205K 0.04%
+500
55
$201K 0.04%
1,262
-46
56
$6.43K ﹤0.01%
4,870
1 2
3