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
$414M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.25M
3
+$5.21M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.75M

Top Sells

1
+$8.96M
2
+$2.8M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$818K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$791K

Sector Composition

1 Technology 5.3%
2 Healthcare 4.41%
3 Consumer Discretionary 2.87%
4 Consumer Staples 1.79%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.53%
41,829
-1,623
27
$2.13M 0.51%
43,830
-590
28
$1.96M 0.47%
31,088
+1,219
29
$1.93M 0.47%
21,125
-269
30
$1.86M 0.45%
7,665
-150
31
$1.85M 0.45%
37,804
-1,821
32
$1.84M 0.44%
7,147
+161
33
$1.8M 0.43%
11,698
-180
34
$1.76M 0.43%
10,227
+4,685
35
$1.76M 0.42%
31,532
-376
36
$1.68M 0.41%
6,134
+45
37
$1.62M 0.39%
26,550
-194
38
$1.55M 0.38%
4,797
-314
39
$1.55M 0.37%
41,446
-858
40
$1.53M 0.37%
11,999
-103
41
$1.48M 0.36%
15,019
-198
42
$1.38M 0.33%
24,947
-927
43
$1.35M 0.33%
90,849
+7,068
44
$1.29M 0.31%
16,787
-212
45
$1.29M 0.31%
39,226
-484
46
$1.26M 0.3%
7,110
+22
47
$1.26M 0.3%
25,247
-179,438
48
$1.24M 0.3%
24,077
+2,188
49
$1.22M 0.3%
24,111
-4,832
50
$1.19M 0.29%
28,570
-644
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