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
$746M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6M
3
+$3.74M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.33M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.54M

Top Sells

1
+$3.68M
2
+$2.98M
3
+$2.96M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.21M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.78M

Sector Composition

1 Energy 1.36%
2 Technology 1.27%
3 Financials 0.44%
4 Communication Services 0.3%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$445K 0.06%
+2,753
52
$435K 0.06%
743
+94
53
$428K 0.06%
730
+5
54
$410K 0.06%
448
-25
55
$404K 0.05%
+3,140
56
$401K 0.05%
8,690
+280
57
$364K 0.05%
1,886
+35
58
$349K 0.05%
+3,115
59
$346K 0.05%
+1,492
60
$336K 0.05%
7,734
+139
61
$317K 0.04%
1,607
-757
62
$291K 0.04%
11,460
+135
63
$285K 0.04%
+1,249
64
$285K 0.04%
732
+37
65
$280K 0.04%
5,173
+138
66
$280K 0.04%
869
67
$273K 0.04%
41,161
+6,769
68
$272K 0.04%
215
-1
69
$270K 0.04%
+512
70
$269K 0.04%
+2,333
71
$262K 0.04%
526
+24
72
$262K 0.04%
1,571
+12
73
$260K 0.03%
+8,477
74
$245K 0.03%
6,054
-74
75
$239K 0.03%
7,208
+307
1 2
3
4