HIF
Hill Island Financial Portfolio holdings
AUM
$418M
1-Year Est. Return
18.88%
This Fund
S&P 500
1 Year Est. Return
+18.88%
AUM
$418M
AUM Growth
+$17.3M
(+4.3%)
Holding
83
Top Buys
| 1 | +$2.37M | |
| 2 | +$1.78M | |
| 3 | +$1.44M | |
| 4 |
NVIDIA
NVDA
|
+$846K |
| 5 |
Cloudflare
NET
|
+$725K |
Top Sells
| 1 | +$2.72M | |
| 2 | +$852K | |
| 3 | +$789K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$637K |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$386K |
Sector Composition
| 1 | Technology | 5.08% |
| 2 | Communication Services | 1.3% |
| 3 | Financials | 0.85% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Healthcare | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Costco
COST
$414B
| $216K | 0.05% |
250
+15
|
|
||
77
Netflix
NFLX
$352B
| $213K | 0.05% |
2,276
-44
|
|
||
78
Hartford Municipal Opportunities ETF
HMOP
$677M
| $205K | 0.05% |
5,237
-159
|
|
||
79
Micron Technology
MU
$481B
| $202K | 0.05% |
+708
|
|
||
80
IBM
IBM
$285B
| $201K | 0.05% |
+678
|
|
||
81
Verizon
VZ
$184B
| – | – |
-4,841
|
|
||
82
Linde
LIN
$211B
| – | – |
-493
|
|
||
|
83
JPMorgan Municipal ETF
JMUB
$6.81B
| – | – |
-7,652
|
|