HIGP

Hill Investment Group Partners Portfolio holdings

AUM $820M
1-Year Est. Return 10.71%
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$798K
3
+$240K
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$74.8K

Top Sells

1
+$130M
2
+$33.8M
3
+$25.5M
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$22.2M
5
DFUV icon
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
– –
-1,249
77
– –
-8,793
78
– –
-1,757
79
– –
-2,753
80
– –
-7,347
81
– –
-5,173
82
– –
-2,613
1 2 3
4