HIGP

Hill Investment Group Partners Portfolio holdings

AUM $768M
This Quarter Return
+9.93%
1 Year Return
+10.55%
3 Year Return
+33.53%
5 Year Return
–
10 Year Return
–
AUM
$679M
AUM Growth
+$679M
Cap. Flow
+$19.5M
Cap. Flow %
2.87%
Top 10 Hldgs %
80.39%
Holding
76
New
11
Increased
21
Reduced
28
Closed
8

Top Buys

1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
$6.33M
2
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
$4.65M
3
AVDE icon
Avantis International Equity ETF
AVDE
$3.75M
4
AVRE icon
Avantis Real Estate ETF
AVRE
$3.58M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
$3.51M

Top Sells

1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
$3.44M
2
AVDV icon
Avantis International Small Cap Value ETF
AVDV
$2.44M
3
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$966K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
$826K
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 Shares
Change % 		Capital Flow
TSLA icon
76
Tesla
TSLA
$1.08T
– –
-930
Closed -$233K
1 2 3
4