HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
58
227
$20K 0.01%
827
228
$20K 0.01%
1,103
-1,104
229
$19K 0.01%
+272
230
$18K 0.01%
361
-310
231
$18K 0.01%
695
-29
232
$18K 0.01%
1,100
233
$18K 0.01%
638
234
$18K 0.01%
419
235
$18K 0.01%
157
236
$17K 0.01%
414
237
$17K 0.01%
72
238
$17K 0.01%
334
-76
239
$17K 0.01%
292
240
$17K 0.01%
202
241
$16K 0.01%
1,644
242
$16K 0.01%
52
-10
243
$16K 0.01%
422
244
$15K 0.01%
138
245
$14K 0.01%
1,100
246
$14K 0.01%
153
247
$14K 0.01%
507
248
$13K ﹤0.01%
314
-17,539
249
$13K ﹤0.01%
1,049
250
$13K ﹤0.01%
363
-363
8 9
10
11 12