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
$743M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10.1M
3
+$2.48M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.03M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.14M

Top Sells

1
+$8.32M
2
+$1.29M
3
+$967K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$816K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$767K

Sector Composition

1 Technology 0.92%
2 Energy 0.59%
3 Financials 0.37%
4 Communication Services 0.23%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.05%
2,377
+19
52
$346K 0.05%
708
+93
53
$338K 0.05%
7,648
+84
54
$333K 0.04%
1,867
+22
55
$321K 0.04%
1,648
+6
56
$299K 0.04%
1,293
57
$293K 0.04%
11,326
-1,748
58
$278K 0.04%
216
+1
59
$264K 0.04%
869
60
$261K 0.04%
727
-26
61
$251K 0.03%
507
+7
62
$241K 0.03%
7,166
+265
63
$235K 0.03%
6,128
-1,035
64
$230K 0.03%
+1,607
65
$229K 0.03%
5,402
-191
66
$225K 0.03%
+5,105
67
$220K 0.03%
1,318
+75
68
$210K 0.03%
6,906
-1,382
69
$208K 0.03%
470
+17
70
$207K 0.03%
940
+14
71
$198K 0.03%
34,392
+17,276
72
– –
-10,174
1 2
3