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
$215M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.14M
2 +$1.15M
3 +$940K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$872K
5
AMZN icon
Amazon
AMZN
+$637K

Sector Composition

1 Technology 1.22%
2 Consumer Discretionary 0.74%
3 Communication Services 0.48%
4 Industrials 0.3%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-65,260