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
26
$2.27M 0.64%
8,543
-412
27
$2.23M 0.63%
14,655
-3,288
28
$2.14M 0.61%
42,957
-3,933
29
$2.07M 0.58%
33,298
-6,610
30
$2.04M 0.58%
8,862
-447
31
$2M 0.57%
8,982
+154
32
$1.96M 0.55%
11,643
-3,389
33
$1.91M 0.54%
6,588
-1,146
34
$1.85M 0.52%
23,771
-1,539
35
$1.81M 0.51%
30,790
-1,529
36
$1.78M 0.5%
112,481
-45,754
37
$1.68M 0.48%
45,710
-3,345
38
$1.67M 0.47%
92,682
+4,432
39
$1.51M 0.43%
18,244
-1,664
40
$1.46M 0.41%
35,522
-1,657
41
$1.44M 0.41%
8,522
-136
42
$1.42M 0.4%
+20,189
43
$1.39M 0.39%
7,098
-3,009
44
$1.39M 0.39%
5,317
-177
45
$1.39M 0.39%
56,491
-3,370
46
$1.37M 0.39%
59,805
-32,697
47
$1.34M 0.38%
52,015
-23,267
48
$1.34M 0.38%
14,009
-5,736
49
$1.3M 0.37%
6,074
-169
50
$1.29M 0.37%
7,049
-3,232
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