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
$679M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.52M
3
+$3.51M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$3.28M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$3.24M

Top Sells

1
+$3.34M
2
+$2.28M
3
+$865K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$769K
5
PG icon
Procter & Gamble
PG
+$659K

Sector Composition

1 Technology 0.69%
2 Energy 0.67%
3 Financials 0.33%
4 Healthcare 0.25%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-930
1 2 3
4