HIGP

Hill Investment Group Partners Portfolio holdings

AUM $841M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$729K
3
+$239K
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$79.5K

Top Sells

1
+$136M
2
+$36.5M
3
+$27.3M
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$24M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$13.8M

Sector Composition

1 Technology 0.46%
2 Energy 0.45%
3 Financials 0.35%
4 Healthcare 0.11%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-215
52
– –
-2,888
53
– –
-1,492
54
– –
-3,115
55
– –
-3,516
56
– –
-137,116
57
– –
-336,529
58
– –
-1,607
59
– –
-4,083
60
– –
-732
61
– –
-2,333
62
– –
-3,140
63
– –
-845
64
– –
-869
65
– –
-5,373
66
– –
-2,036
67
– –
-512
68
– –
-1,000
69
– –
-743
70
– –
-8,477
71
– –
-267,685
72
– –
-1,571
73
– –
-1,395
74
– –
-1,886
75
– –
-730
1 2
3
4