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
251
$12K ﹤0.01%
800
252
$12K ﹤0.01%
75
253
$12K ﹤0.01%
414
254
$12K ﹤0.01%
401
255
$11K ﹤0.01%
170
256
$11K ﹤0.01%
225
257
$10K ﹤0.01%
61
258
$10K ﹤0.01%
+259
259
$10K ﹤0.01%
91
-47
260
$10K ﹤0.01%
1,516
-130,098
261
$10K ﹤0.01%
105
262
$10K ﹤0.01%
712
263
$10K ﹤0.01%
175
-175
264
$10K ﹤0.01%
385
265
$9K ﹤0.01%
44
266
$9K ﹤0.01%
837
+7
267
$9K ﹤0.01%
98
-185
268
$9K ﹤0.01%
25
269
$8K ﹤0.01%
220
270
$8K ﹤0.01%
166
271
$8K ﹤0.01%
15
272
$8K ﹤0.01%
134
273
$7K ﹤0.01%
55
274
$7K ﹤0.01%
+300
275
$7K ﹤0.01%
113