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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.02M
3
+$1.21M
4
LMT icon
Lockheed Martin
LMT
+$691K
5
PLBY icon
Playboy Inc
PLBY
+$357K

Top Sells

1
+$2.63M
2
+$725K
3
+$648K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$376K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 0.59%
2 Energy 0.34%
3 Financials 0.3%
4 Industrials 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.03%
460
52
$211K 0.03%
+4,713
53
$200K 0.02%
+4,893
54
$182K 0.02%
40,365
-13,372
55
– –
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1 2
3