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
$555M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.77M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$4.36M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.77M

Top Sells

1
+$1.14M
2
+$920K
3
+$573K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$411K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$391K

Sector Composition

1 Energy 0.89%
2 Technology 0.37%
3 Financials 0.29%
4 Healthcare 0.25%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$253K 0.05%
3,032
-439
52
$238K 0.04%
442
53
$232K 0.04%
1,845
54
$218K 0.04%
+834
55
$212K 0.04%
+869
56
$207K 0.04%
+6,784
57
$201K 0.04%
7,355
58
$201K 0.04%
+923
59
$85.7K 0.02%
+14,216
60
$34.5K 0.01%
10,227
+5,357
61
– –
-1,262
62
– –
-500
1 2
3