HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
326
– –
-307
327
$0 ﹤0.01%
14
328
– –
-77
329
$0 ﹤0.01%
1
330
– –
-297
331
– –
-2,025
332
– –
-670
333
– –
-4,889
334
– –
-18,549
335
– –
-1
336
– –
-1,231
337
– –
-166
10 11 12 13
14