HIF

Hill Island Financial Portfolio holdings

AUM $401M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.56M
3
+$1.04M
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$745K
5
TSLA icon
Tesla
TSLA
+$290K

Top Sells

1
+$2.77M
2
+$1.49M
3
+$1.07M
4
VB icon
Vanguard Small-Cap ETF
VB
+$938K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$915K

Sector Composition

1 Technology 0.79%
2 Communication Services 0.51%
3 Consumer Discretionary 0.45%
4 Industrials 0.27%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,360
52
– –
-764
53
– –
-3,518
54
– –
-6,145
55
– –
-2,720
56
– –
-4,300
57
– –
-3,985
58
– –
-5,951
1 2
3