HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
+12.46%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$268M
AUM Growth
+$27.8M
(+12%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
41.66%
Holding
448
New
27
Increased
81
Reduced
114
Closed
106
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.53M |
| 2 |
Best Buy
BBY
|
+$2.29M |
| 3 |
AbbVie
ABBV
|
+$2.28M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.78M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.7M |
Top Sells
| 1 |
Lam Research
LRCX
|
+$2.22M |
| 2 |
Designer Brands
DBI
|
+$2.17M |
| 3 |
Eli Lilly
LLY
|
+$1.67M |
| 4 |
GameStop
GME
|
+$1.64M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.18M |
Sector Composition
| 1 | Healthcare | 10.39% |
| 2 | Technology | 9.95% |
| 3 | Consumer Discretionary | 9.64% |
| 4 | Consumer Staples | 6.6% |
| 5 | Financials | 5.9% |
