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
$514M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.42M
3
+$1.53M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.41M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M

Top Sells

1
+$484K
2
+$480K
3
+$255K
4
BMY icon
Bristol-Myers Squibb
BMY
+$254K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$229K

Sector Composition

1 Technology 3.58%
2 Healthcare 2.35%
3 Consumer Discretionary 1.49%
4 Financials 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.5%
44,400
+2,642
27
$2.5M 0.49%
2,762
+2
28
$2.38M 0.46%
31,631
-6,363
29
$2.34M 0.46%
13,648
-1,139
30
$2.33M 0.45%
42,944
-1,607
31
$1.68M 0.33%
27,867
+581
32
$1.51M 0.29%
70,521
-2,724
33
$1.48M 0.29%
4,748
-370
34
$1.22M 0.24%
+2
35
$1.22M 0.24%
3,550
-62
36
$1.09M 0.21%
10,416
-2,190
37
$1.06M 0.21%
5,821
-69
38
$981K 0.19%
4,927
-61
39
$934K 0.18%
4,799
-95
40
$914K 0.18%
13,008
+91
41
$825K 0.16%
23,570
-1,359
42
$802K 0.16%
16,011
-3,222
43
$766K 0.15%
6,448
+132
44
$695K 0.14%
5,858
-153
45
$690K 0.13%
5,570
-38
46
$685K 0.13%
1,685
+125
47
$679K 0.13%
4,645
-524
48
$668K 0.13%
9,195
+981
49
$657K 0.13%
2,577
-386
50
$598K 0.12%
3,092
+24
1
2
3 4