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
$719M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$972K
3
+$454K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$404K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$370K

Top Sells

1
+$339K
2
+$224K
3
+$208K
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$132K
5
AAPL icon
Apple
AAPL
+$102K

Sector Composition

1 Technology 0.91%
2 Energy 0.62%
3 Financials 0.33%
4 Healthcare 0.23%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.05%
2,364
-13
52
$328K 0.05%
649
-59
53
$298K 0.04%
7,595
-53
54
$297K 0.04%
1,646
-2
55
$293K 0.04%
11,325
-1
56
$289K 0.04%
1,851
-16
57
$280K 0.04%
1,293
58
$271K 0.04%
216
59
$263K 0.04%
931
-9
60
$259K 0.04%
869
61
$234K 0.03%
695
-32
62
$232K 0.03%
6,901
-265
63
$230K 0.03%
6,128
64
$224K 0.03%
502
-5
65
$223K 0.03%
1,559
-48
66
$213K 0.03%
5,035
-70
67
$208K 0.03%
5,210
-192
68
$205K 0.03%
6,887
-19
69
$204K 0.03%
1,251
-67
70
$145K 0.02%
34,392
71
– –
-470
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3