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
$401M
AUM Growth
+$42M
(+12%)
Holding
80
Top Buys
| 1 | +$10.4M | |
| 2 | +$4.9M | |
| 3 | +$2.38M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$1.44M |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$705K |
Top Sells
| 1 | +$2.16M | |
| 2 | +$2.11M | |
| 3 | +$1.82M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$354K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$265K |
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
Hartford Municipal Opportunities ETF
HMOP
$677M
| $210K | 0.05% |
+5,396
|
|
||
77
UnitedHealth
UNH
$260B
| – | – |
-688
|
|
||
78
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
| – | – |
-8,858
|
|
||
79
DNP Select Income Fund
DNP
$3.83B
| – | – |
-11,201
|
|
||
80
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.13B
| – | – |
-8,846
|
|