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
$708M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$2.14M
3
+$510K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$483K
5
MA icon
Mastercard
MA
+$218K

Top Sells

1
+$29.8M
2
+$1.13M
3
+$679K
4
LLY icon
Eli Lilly
LLY
+$496K
5
AMZN icon
Amazon
AMZN
+$471K

Sector Composition

1 Technology 0.73%
2 Energy 0.66%
3 Financials 0.36%
4 Healthcare 0.23%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.05%
13,074
-1,574
52
$315K 0.04%
1,642
+5
53
$299K 0.04%
615
+15
54
$298K 0.04%
1,845
55
$296K 0.04%
1,293
56
$295K 0.04%
7,564
57
$289K 0.04%
753
58
$280K 0.04%
2,358
59
$265K 0.04%
215
60
$262K 0.04%
7,163
-1,193
61
$250K 0.04%
8,288
-1,177
62
$250K 0.04%
869
63
$245K 0.03%
926
+1
64
$222K 0.03%
6,901
+65
65
$218K 0.03%
+453
66
$213K 0.03%
500
67
$212K 0.03%
+5,593
68
$202K 0.03%
+1,243
69
$88.1K 0.01%
17,116
70
– –
-15,305
71
– –
-659
72
– –
-2,608
1 2
3