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
251
$6K ﹤0.01%
113
252
$6K ﹤0.01%
29
253
$6K ﹤0.01%
168
254
$5K ﹤0.01%
24
-489
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$5K ﹤0.01%
75
256
$5K ﹤0.01%
108
257
$5K ﹤0.01%
61
258
$5K ﹤0.01%
76
259
$5K ﹤0.01%
26
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$5K ﹤0.01%
15
261
$4K ﹤0.01%
20
262
$4K ﹤0.01%
35
263
$4K ﹤0.01%
112
264
$4K ﹤0.01%
78
+1
265
$4K ﹤0.01%
50
266
$4K ﹤0.01%
+60
267
$3K ﹤0.01%
20
268
$3K ﹤0.01%
22
269
$3K ﹤0.01%
15
270
$3K ﹤0.01%
7
271
$3K ﹤0.01%
+48
272
$3K ﹤0.01%
46
273
$3K ﹤0.01%
28
274
$3K ﹤0.01%
75
275
$3K ﹤0.01%
32
9 10
11
12 13