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
$392M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.2M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.23M

Top Sells

1
+$6.52M
2
+$5.43M
3
+$4.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.11%
3 Consumer Discretionary 2.96%
4 Consumer Staples 1.73%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.51%
33,688
+2,600
27
$1.94M 0.49%
43,690
-140
28
$1.9M 0.48%
8,153
+1,006
29
$1.89M 0.48%
11,578
+1,351
30
$1.78M 0.45%
11,525
-173
31
$1.78M 0.45%
40,684
-1,145
32
$1.78M 0.45%
20,656
-469
33
$1.69M 0.43%
7,488
-177
34
$1.69M 0.43%
28,956
+2,406
35
$1.68M 0.43%
6,096
-38
36
$1.55M 0.4%
31,124
-408
37
$1.51M 0.39%
4,678
-119
38
$1.4M 0.36%
23,345
-1,602
39
$1.34M 0.34%
11,842
-157
40
$1.21M 0.31%
14,531
-488
41
$1.19M 0.3%
26,088
+2,011
42
$1.18M 0.3%
16,572
-215
43
$1.17M 0.3%
82,800
-8,049
44
$1.13M 0.29%
6,942
-168
45
$1.06M 0.27%
4,590
-61
46
$1.01M 0.26%
8,989
-10
47
$998K 0.25%
38,710
-2,736
48
$993K 0.25%
12,959
-847
49
$980K 0.25%
24,274
-4,296
50
$971K 0.25%
38,947
-279
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