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

Top Sells

1 +$3.44M
2 +$2.44M
3 +$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 Change
in Stake
Capital Flow
76
-930