HIF

Hill Island Financial Portfolio holdings

AUM $359M
1-Year Est. Return 14.49%
This Quarter Est. Return
1 Year Est. Return
+14.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$930K
3
+$602K
4
AAPL icon
Apple
AAPL
+$374K
5
F icon
Ford
F
+$276K

Top Sells

1
+$523K
2
+$475K
3
+$393K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$359K
5
VUG icon
Vanguard Growth ETF
VUG
+$355K

Sector Composition

1 Technology 2.73%
2 Consumer Discretionary 0.82%
3 Communication Services 0.8%
4 Financials 0.5%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.36%
5,728
-522
27
$1.07M 0.35%
10,258
-649
28
$1.04M 0.34%
22,937
+3,047
29
$914K 0.3%
12,585
+226
30
$843K 0.28%
3,309
+233
31
$726K 0.24%
3,976
-52
32
$700K 0.23%
19,186
-1
33
$655K 0.21%
2,548
-111
34
$622K 0.2%
14,258
-35
35
$620K 0.2%
12,219
+105
36
$600K 0.2%
11,693
+24
37
$594K 0.19%
15,720
+1
38
$563K 0.18%
11,182
+83
39
$528K 0.17%
20,334
40
$484K 0.16%
890
+501
41
$462K 0.15%
4,448
-11
42
$447K 0.15%
2,456
+206
43
$437K 0.14%
1,169
+1
44
$397K 0.13%
2,470
45
$369K 0.12%
8,425
46
$354K 0.12%
3,569
+550
47
$345K 0.11%
12,191
+1,220
48
$335K 0.11%
1,658
+304
49
$310K 0.1%
14,463
-3,735
50
$299K 0.1%
5,959
-1,377
1
2
3