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
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.92%
44,534
-1,855
27
$2.47M 0.92%
66,548
+532
28
$2.46M 0.92%
47,865
+297
29
$2.4M 0.9%
40,604
-1,965
30
$2.38M 0.89%
31,274
-598
31
$2.37M 0.89%
58,860
-3,186
32
$2.35M 0.88%
33,853
-224
33
$2.35M 0.88%
48,988
-435
34
$2.3M 0.86%
32,399
+32,278
35
$2.25M 0.84%
88,105
+177
36
$2.2M 0.82%
13,630
-763
37
$2.14M 0.8%
37,197
+1,146
38
$2.11M 0.79%
108,512
-5,939
39
$2.09M 0.78%
23,675
+3,628
40
$2.02M 0.76%
15,635
+2,365
41
$1.96M 0.73%
165,175
+8,089
42
$1.83M 0.69%
17,292
-308
43
$1.8M 0.67%
7,628
-448
44
$1.73M 0.65%
52,969
-2,251
45
$1.71M 0.64%
9,737
-133
46
$1.67M 0.62%
12,883
-12,901
47
$1.57M 0.59%
18,618
-31
48
$1.53M 0.57%
11,327
+332
49
$1.53M 0.57%
142,428
-10,584
50
$1.51M 0.57%
19,079
-1,172
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