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
$463M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.36M
3
+$574K
4
VV icon
Vanguard Large-Cap ETF
VV
+$539K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$483K

Top Sells

1
+$1.85M
2
+$756K
3
+$617K
4
PFE icon
Pfizer
PFE
+$575K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$557K

Sector Composition

1 Technology 3.88%
2 Healthcare 2.37%
3 Consumer Discretionary 2.25%
4 Consumer Staples 0.6%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.52%
23,496
-1,702
27
$2.3M 0.5%
14,839
-747
28
$2.18M 0.47%
45,030
-6,043
29
$2.13M 0.46%
35,919
+755
30
$1.62M 0.35%
2,783
-365
31
$1.54M 0.33%
26,650
+1,491
32
$1.52M 0.33%
5,265
-1,593
33
$1.39M 0.3%
74,058
-1,872
34
$1.3M 0.28%
12,362
+1,015
35
$1.26M 0.27%
3,637
-565
36
$905K 0.2%
3,051
-372
37
$897K 0.19%
17,567
+1,812
38
$857K 0.19%
11,490
+267
39
$850K 0.18%
5,424
-1,264
40
$848K 0.18%
4,975
-774
41
$836K 0.18%
5,985
-99
42
$801K 0.17%
15,933
-185
43
$780K 0.17%
25,923
-3,653
44
$742K 0.16%
2,115
-272
45
$735K 0.16%
6,168
-1,015
46
$733K 0.16%
5,069
-898
47
$655K 0.14%
6,228
+245
48
$625K 0.13%
5,732
-325
49
$621K 0.13%
7,066
-192
50
$595K 0.13%
8,451
-481
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2
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