HIGP
Hill Investment Group Partners Portfolio holdings
AUM
$768M
1-Year Est. Return
10.55%
1 Year Est. Return
+10.55%
AUM
$728M
AUM Growth
-$18.1M
(-2.4%)
Holding
82
Top Buys
| 1 | +$266M | |
| 2 | +$798K | |
| 3 | +$240K | |
| 4 |
Avantis Responsible US Equity ETF
AVSU
|
+$74.8K |
Top Sells
| 1 | +$130M | |
| 2 | +$33.8M | |
| 3 | +$25.5M | |
| 4 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$22.2M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$13.8M |
Sector Composition
| 1 | Technology | 0.46% |
| 2 | Energy | 0.45% |
| 3 | Financials | 0.35% |
| 4 | Healthcare | 0.11% |
| 5 | Communication Services | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Union Pacific
UNP
$131B
| – | – |
-1,249
|
|
||
77
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
| – | – |
-8,793
|
|
||
78
Vanguard Mid-Cap ETF
VO
$88B
| – | – |
-1,757
|
|
||
79
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| – | – |
-2,753
|
|
||
80
Vanguard Total Stock Market ETF
VTI
$556B
| – | – |
-7,347
|
|
||
81
Williams Companies
WMB
$70.7B
| – | – |
-5,173
|
|
||
82
Walmart
WMT
$807B
| – | – |
-2,613
|
|