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
$679M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.65M
3
+$3.75M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$3.58M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$3.51M

Top Sells

1
+$3.44M
2
+$2.44M
3
+$966K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$826K
5
PG icon
Procter & Gamble
PG
+$659K

Sector Composition

1 Technology 0.69%
2 Energy 0.67%
3 Financials 0.33%
4 Healthcare 0.25%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$295K 0.04%
1,637
-68
52
$286K 0.04%
1,845
53
$279K 0.04%
7,564
-5,056
54
$278K 0.04%
8,356
-5,135
55
$276K 0.04%
1,293
56
$271K 0.04%
9,465
-6,707
57
$261K 0.04%
753
+73
58
$250K 0.04%
+2,358
59
$230K 0.03%
2,608
-232
60
$228K 0.03%
869
61
$220K 0.03%
+500
62
$217K 0.03%
+215
63
$216K 0.03%
+6,836
64
$212K 0.03%
+600
65
$211K 0.03%
925
+1
66
$201K 0.03%
+659
67
$201K 0.03%
+1,908
68
$70.9K 0.01%
17,116
+6,889
69
– –
-3,427
70
– –
-400
71
– –
-20,965
72
– –
-3,745
73
– –
-22,565
74
– –
-2,465
75
– –
-4,521
1 2
3
4