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
251
$5K ﹤0.01%
113
252
$5K ﹤0.01%
29
253
$5K ﹤0.01%
168
254
$5K ﹤0.01%
35
255
$5K ﹤0.01%
76
256
$5K ﹤0.01%
26
-245
257
$5K ﹤0.01%
162
258
$5K ﹤0.01%
103
259
$5K ﹤0.01%
20
260
$4K ﹤0.01%
50
261
$4K ﹤0.01%
75
262
$4K ﹤0.01%
+77
263
$4K ﹤0.01%
112
264
$4K ﹤0.01%
15
265
$3K ﹤0.01%
75
266
$3K ﹤0.01%
28
267
$3K ﹤0.01%
+50
268
$3K ﹤0.01%
7
269
$3K ﹤0.01%
15
270
$3K ﹤0.01%
22
271
$3K ﹤0.01%
44
272
$3K ﹤0.01%
35
273
$3K ﹤0.01%
20
274
$2K ﹤0.01%
9
275
$2K ﹤0.01%
81
9 10
11
12 13