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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
51
$386K 0.1%
7,652
-2,094
52
$381K 0.1%
940
+24
53
$373K 0.09%
14,006
+2,568
54
$371K 0.09%
557
-26
55
$360K 0.09%
715
56
$329K 0.08%
1,169
57
$326K 0.08%
3,496
58
$321K 0.08%
+5,621
59
$312K 0.08%
2,727
-82
60
$308K 0.08%
1,903
+23
61
$307K 0.08%
2,982
-7
62
$286K 0.07%
1,407
+3
63
$284K 0.07%
499
-8
64
$278K 0.07%
2,320
+70
65
$276K 0.07%
+5,518
66
$275K 0.07%
602
-59
67
$272K 0.07%
1,175
+50
68
$262K 0.07%
9,001
69
$258K 0.06%
4,994
+221
70
$247K 0.06%
1,880
+14
71
$243K 0.06%
318
-119
72
$234K 0.06%
493
+9
73
$229K 0.06%
1,237
-432
74
$218K 0.05%
235
+1
75
$213K 0.05%
4,841
-95
1 2
3
4