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HIF

Hill Island Financial Portfolio holdings

AUM $412M
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.77M
3
+$2.29M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.41M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$666K

Top Sells

1
+$2.09M
2
+$2.03M
3
+$1.73M
4
VUG icon
Vanguard Growth ETF
VUG
+$338K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$259K

Sector Composition

1 Technology 4.68%
2 Communication Services 1.14%
3 Financials 0.84%
4 Consumer Discretionary 0.56%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.34%
5,571
+279
27
$1.28M 0.32%
44,263
-1,341
28
$1.26M 0.31%
5,730
+58
29
$1.22M 0.31%
14,003
30
$1.14M 0.28%
26,875
+3,707
31
$1.12M 0.28%
22,846
-1,174
32
$1.06M 0.27%
7,544
33
$987K 0.25%
7,839
+870
34
$975K 0.24%
41,544
-4,690
35
$973K 0.24%
10,462
+2,201
36
$932K 0.23%
20,925
37
$881K 0.22%
18,866
-916
38
$847K 0.21%
3,332
-33
39
$732K 0.18%
6,853
+164
40
$699K 0.17%
2,949
+111
41
$689K 0.17%
2,184
-7
42
$591K 0.15%
1,944
+15
43
$575K 0.14%
13,902
+3,598
44
$532K 0.13%
4,544
45
$474K 0.12%
10,505
+1,423
46
$459K 0.11%
26,574
+83
47
$454K 0.11%
8,383
-42
48
$401K 0.1%
1,174
-60
49
$396K 0.1%
2,955
-169
50
$393K 0.1%
5,018
-3
1
2
3 4