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
$353M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$3.06M
3
+$3.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.71M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.25M

Top Sells

1
+$1.16M
2
+$1.12M
3
+$920K
4
AVGO icon
Broadcom
AVGO
+$913K
5
AMZN icon
Amazon
AMZN
+$860K

Sector Composition

1 Technology 8.18%
2 Healthcare 5.76%
3 Consumer Discretionary 4.52%
4 Consumer Staples 3.44%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
48
227
$10K ﹤0.01%
82
-28
228
$9K ﹤0.01%
110
229
$9K ﹤0.01%
36
230
$8K ﹤0.01%
220
231
$8K ﹤0.01%
155
232
$8K ﹤0.01%
98
233
$8K ﹤0.01%
406
+1
234
$8K ﹤0.01%
136
235
$8K ﹤0.01%
+24
236
$7K ﹤0.01%
144
-75
237
$7K ﹤0.01%
+375
238
$7K ﹤0.01%
170
239
$7K ﹤0.01%
+143
240
$7K ﹤0.01%
+800
241
$7K ﹤0.01%
100
242
$6K ﹤0.01%
122
243
$6K ﹤0.01%
620
+9
244
$6K ﹤0.01%
104
245
$6K ﹤0.01%
61
246
$6K ﹤0.01%
85
247
$5K ﹤0.01%
81
248
$5K ﹤0.01%
75
249
$5K ﹤0.01%
367
-1,922
250
$5K ﹤0.01%
108
8 9
10
11 12