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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.05M
3
+$1.34M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$900K

Top Sells

1
+$561K
2
+$324K
3
+$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$775 ﹤0.01%
+9
302
$705 ﹤0.01%
+10
303
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+13
304
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+5
305
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+21
306
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307
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+1
308
$588 ﹤0.01%
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309
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310
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311
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312
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315
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317
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318
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321
$192 ﹤0.01%
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323
$164 ﹤0.01%
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324
$130 ﹤0.01%
+3
325
$99 ﹤0.01%
+2
10 11 12
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