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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
76
$210K 0.05%
+5,396
77
– –
-8,846
78
– –
-11,201
79
– –
-8,858
80
– –
-688
1 2 3
4