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
$438M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.47M
3
+$1.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.08M

Top Sells

1
+$592K
2
+$526K
3
+$480K
4
MRK icon
Merck
MRK
+$440K
5
LOW icon
Lowe's Companies
LOW
+$413K

Sector Composition

1 Technology 4.39%
2 Healthcare 2.78%
3 Consumer Discretionary 2.44%
4 Consumer Staples 1%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.48%
15,529
-2,920
27
$2.07M 0.47%
25,532
-732
28
$1.92M 0.44%
32,708
+1,386
29
$1.65M 0.38%
51,751
-1,497
30
$1.51M 0.34%
3,211
-179
31
$1.41M 0.32%
25,121
+436
32
$1.39M 0.32%
4,476
-157
33
$1.32M 0.3%
75,894
-636
34
$1.32M 0.3%
11,447
-3,817
35
$1.21M 0.28%
11,586
+622
36
$1.15M 0.26%
6,964
+872
37
$1.08M 0.25%
6,005
-2,666
38
$1.07M 0.24%
4,809
-332
39
$1.07M 0.24%
3,576
-508
40
$962K 0.22%
31,316
-2,048
41
$956K 0.22%
14,941
+1,852
42
$832K 0.19%
11,104
+802
43
$832K 0.19%
7,436
-438
44
$825K 0.19%
16,418
-15
45
$764K 0.17%
2,475
-154
46
$763K 0.17%
4,257
-401
47
$760K 0.17%
7,788
-1,021
48
$750K 0.17%
14,505
+2,837
49
$746K 0.17%
7,550
-840
50
$746K 0.17%
5,403
+909
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2
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