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
276
$2K ﹤0.01%
44
277
$2K ﹤0.01%
96
278
$2K ﹤0.01%
83
279
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83
280
$2K ﹤0.01%
+44
281
$2K ﹤0.01%
10
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$2K ﹤0.01%
186
283
$2K ﹤0.01%
53
284
$2K ﹤0.01%
36
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$2K ﹤0.01%
81
286
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7
+3
287
$1K ﹤0.01%
21
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$1K ﹤0.01%
+16
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$1K ﹤0.01%
15
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$1K ﹤0.01%
50
291
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11
-955
292
$1K ﹤0.01%
15
293
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44
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+18
295
$1K ﹤0.01%
86
296
$1K ﹤0.01%
20
297
$1K ﹤0.01%
9
298
$1K ﹤0.01%
12
-13,826
299
– –
-25
300
$0 ﹤0.01%
3
-111
10 11
12
13 14