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
276
$2K ﹤0.01%
32
277
$2K ﹤0.01%
36
278
$2K ﹤0.01%
53
279
$2K ﹤0.01%
46
280
$2K ﹤0.01%
10
281
$2K ﹤0.01%
375
282
$2K ﹤0.01%
+114
283
$2K ﹤0.01%
96
284
$1K ﹤0.01%
9
285
$1K ﹤0.01%
20
286
$1K ﹤0.01%
5
287
$1K ﹤0.01%
4
288
$1K ﹤0.01%
186
289
$1K ﹤0.01%
86
290
$1K ﹤0.01%
10
291
$1K ﹤0.01%
44
292
$1K ﹤0.01%
15
293
$1K ﹤0.01%
83
294
$1K ﹤0.01%
83
-309
295
$1K ﹤0.01%
15
296
$1K ﹤0.01%
21
297
$1K ﹤0.01%
+25
298
– –
-18,549
299
– –
-4,889
300
– –
-670
10 11
12
13 14