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
$452M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.12M
3
+$6.77M
4
AVGO icon
Broadcom
AVGO
+$2.8M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.56M

Top Sells

1
+$6.91M
2
+$2.1M
3
+$1.75M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M

Sector Composition

1 Technology 6.22%
2 Healthcare 4.29%
3 Consumer Discretionary 2.94%
4 Consumer Staples 1.82%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.62%
+44,420
27
$2.25M 0.5%
43,452
-7,096
28
$2.2M 0.49%
39,625
+2,374
29
$2.18M 0.48%
11,878
-1,600
30
$2.17M 0.48%
83,398
-15,145
31
$2.15M 0.48%
+6,986
32
$2.1M 0.46%
42,304
+1,986
33
$2.03M 0.45%
29,869
+2,337
34
$1.89M 0.42%
+7,815
35
$1.85M 0.41%
12,102
-1,765
36
$1.82M 0.4%
+6,089
37
$1.77M 0.39%
31,908
-12,500
38
$1.75M 0.39%
21,394
-2,190
39
$1.68M 0.37%
26,744
+1,536
40
$1.53M 0.34%
25,874
-6,428
41
$1.53M 0.34%
29,214
-2,449
42
$1.5M 0.33%
83,781
+429
43
$1.47M 0.33%
28,943
-3,067
44
$1.46M 0.32%
+5,111
45
$1.44M 0.32%
39,710
-4,161
46
$1.43M 0.32%
15,217
-1,807
47
$1.36M 0.3%
15,128
-1,813
48
$1.36M 0.3%
9,935
-995
49
$1.31M 0.29%
21,889
-1,030
50
$1.3M 0.29%
8,755
-2,589
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