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
$553M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.05M
3
+$868K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$631K

Top Sells

1
+$1.02M
2
+$449K
3
+$296K
4
ANET icon
Arista Networks
ANET
+$249K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$241K

Sector Composition

1 Technology 3.5%
2 Healthcare 2.15%
3 Consumer Discretionary 1.46%
4 Financials 0.62%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.49%
22,873
-417
27
$2.71M 0.49%
13,722
+74
28
$2.67M 0.48%
42,058
-886
29
$2.38M 0.43%
2,688
-74
30
$1.86M 0.34%
28,767
+900
31
$1.78M 0.32%
20,139
-11,492
32
$1.52M 0.27%
4,702
-46
33
$1.5M 0.27%
3,698
+148
34
$1.38M 0.25%
2
35
$1.35M 0.25%
59,886
-10,635
36
$1.28M 0.23%
12,054
+1,638
37
$1.06M 0.19%
20,645
+4,634
38
$989K 0.18%
13,150
+142
39
$977K 0.18%
4,731
-68
40
$940K 0.17%
5,665
-156
41
$822K 0.15%
1,785
+100
42
$821K 0.15%
4,830
-97
43
$816K 0.15%
22,736
-834
44
$812K 0.15%
2,666
+89
45
$803K 0.15%
6,392
-56
46
$774K 0.14%
5,768
-90
47
$741K 0.13%
3,977
+885
48
$717K 0.13%
4,424
-221
49
$684K 0.12%
8,767
-428
50
$660K 0.12%
1,866
-47
1
2
3 4 5