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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.05M
3
+$1.34M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$900K

Top Sells

1
+$561K
2
+$324K
3
+$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.42%
13,425
-297
27
$2.22M 0.39%
41,939
-119
28
$1.89M 0.34%
22,006
-867
29
$1.79M 0.32%
2,323
-365
30
$1.75M 0.31%
29,641
+874
31
$1.73M 0.31%
22,870
+2,731
32
$1.36M 0.24%
2
33
$1.35M 0.24%
58,307
-1,579
34
$1.35M 0.24%
12,763
+709
35
$1.27M 0.22%
3,259
-439
36
$1.23M 0.22%
4,707
+5
37
$1.11M 0.2%
22,200
+1,555
38
$1.04M 0.18%
5,506
-159
39
$906K 0.16%
7,043
+651
40
$904K 0.16%
13,215
+65
41
$855K 0.15%
3,897
-80
42
$809K 0.14%
5,768
43
$758K 0.13%
2,615
-51
44
$756K 0.13%
1,668
-117
45
$740K 0.13%
4,815
-15
46
$727K 0.13%
22,292
-444
47
$635K 0.11%
9,033
+266
48
$613K 0.11%
9,989
-118
49
$603K 0.11%
3,218
-1,513
50
$597K 0.11%
8,423
+677
1
2
3 4 5