Portfolio (Quarterly)
Guide ↗
Hill Investment Group Partners, LLC
· CIK 0001979028| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AVGE | AMERICAN CENTY ETF TR | — | 2,189.0 | $217K | 0.02% | NEW | — | $99.12 | +0.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
49.4%
Energy
16.6%
Financial Services
14.0%
Healthcare
6.4%
Communication Services
4.7%
Industrials
4.3%
Consumer Cyclical
3.1%
Consumer Defensive
1.5%