We are live on ! Find out more
HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.02M
3
+$1.21M
4
LMT icon
Lockheed Martin
LMT
+$691K
5
PLBY icon
Playboy Inc
PLBY
+$357K

Top Sells

1
+$2.63M
2
+$725K
3
+$648K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$376K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

1 Technology 0.59%
2 Energy 0.34%
3 Financials 0.3%
4 Industrials 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$334M 40.73%
6,091,604
+68,094
2
$66.8M 8.15%
2,038,497
-8,993
3
$54M 6.58%
1,283,098
+72,458
4
$50.5M 6.15%
935,133
+22,586
5
$46.3M 5.65%
1,445,049
-10,759
6
$45.5M 5.54%
510,797
-7,715
7
$33.8M 4.12%
799,990
+1,885
8
$33M 4.02%
741,459
+4,473
9
$27.8M 3.39%
602,784
-8,400
10
$24.1M 2.94%
242,480
-7,495
11
$23.5M 2.86%
608,414
-70,353
12
$13M 1.58%
362,894
-3,397
13
$12.6M 1.53%
167,486
-1,966
14
$10.9M 1.33%
138,714
-1,129
15
$4.92M 0.6%
217,177
-4,346
16
$4.28M 0.52%
134,521
+296
17
$4.11M 0.5%
70,537
-1,266
18
$4.02M 0.49%
93,951
19
$2.57M 0.31%
22,598
-1,908
20
$2.44M 0.3%
89,437
-226
21
$2.33M 0.28%
177,487
22
$1.97M 0.24%
10,558
+8
23
$1.64M 0.2%
6,429
-374
24
$1.29M 0.16%
2,101
-69
25
$1.26M 0.15%
2,434
+2
1
2 3