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
$746M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6M
3
+$3.74M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.33M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.54M

Top Sells

1
+$3.68M
2
+$2.98M
3
+$2.96M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.21M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.78M

Sector Composition

1 Energy 1.36%
2 Technology 1.27%
3 Financials 0.44%
4 Communication Services 0.3%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.03%
+2,613
77
$234K 0.03%
1,395
+144
78
$212K 0.03%
+2,377
79
$208K 0.03%
+3,516
80
$205K 0.03%
7,030
+143
81
– –
-5,210
82
– –
-931
83
– –
-17,993
84
– –
-1,646
85
– –
-7,194
86
– –
-5,174
87
– –
-16,797
1 2 3
4