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
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$4.46M
3
+$3.91M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.69M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.25M

Top Sells

1
+$1.63M
2
+$1.34M
3
+$1.18M
4
AMD icon
Advanced Micro Devices
AMD
+$1.15M
5
GM icon
General Motors
GM
+$1.04M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
398
227
$12K ﹤0.01%
90
+80
228
$12K ﹤0.01%
94
229
$11K ﹤0.01%
155
230
$11K ﹤0.01%
446
231
$11K ﹤0.01%
82
232
$11K ﹤0.01%
91
233
$10K ﹤0.01%
144
234
$10K ﹤0.01%
+141
235
$10K ﹤0.01%
36
236
$10K ﹤0.01%
113
237
$9K ﹤0.01%
220
238
$9K ﹤0.01%
170
239
$9K ﹤0.01%
98
240
$9K ﹤0.01%
+213
241
$7K ﹤0.01%
627
+7
242
$7K ﹤0.01%
104
243
$7K ﹤0.01%
143
244
$7K ﹤0.01%
+29
245
$7K ﹤0.01%
375
246
$7K ﹤0.01%
85
247
$7K ﹤0.01%
162
248
$6K ﹤0.01%
81
249
$6K ﹤0.01%
122
250
$6K ﹤0.01%
75
8 9
10
11 12