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
$602M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$10.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.23M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$5.04M

Top Sells

1
+$984K
2
+$207K
3
+$201K
4
VTV icon
Vanguard Value ETF
VTV
+$175K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$160K

Sector Composition

1 Energy 0.88%
2 Technology 0.73%
3 Healthcare 0.27%
4 Financials 0.26%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$290K 0.05%
2,201
-27
52
$272K 0.05%
1,705
-7
53
$261K 0.04%
+2,465
54
$250K 0.04%
442
55
$244K 0.04%
1,293
56
$233K 0.04%
930
+96
57
$227K 0.04%
1,845
58
$220K 0.04%
924
+1
59
$215K 0.04%
2,840
-192
60
$205K 0.03%
680
-395
61
$204K 0.03%
869
62
$204K 0.03%
+400
63
$202K 0.03%
+3,427
64
$126K 0.02%
20,965
+6,749
65
$45.9K 0.01%
10,227
66
– –
-6,784
67
– –
-7,355
1 2
3