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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.95M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

1
+$1.38M
2
+$710K
3
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.37%
10,780
-2,251
27
$2.25M 0.33%
30,615
-457
28
$1.78M 0.26%
35,261
-1,889
29
$1.77M 0.26%
2,320
-5
30
$1.69M 0.25%
64,345
-762
31
$1.69M 0.25%
24,218
+7
32
$1.51M 0.22%
2
33
$1.5M 0.22%
6,178
+662
34
$1.31M 0.19%
12,226
-747
35
$1.2M 0.18%
2,956
-25
36
$1.19M 0.18%
8,195
+337
37
$1.04M 0.15%
18,810
-1,712
38
$1.04M 0.15%
3,000
39
$1.02M 0.15%
20,285
-916
40
$1.01M 0.15%
14,807
41
$1.01M 0.15%
12,543
+197
42
$987K 0.15%
13,932
+378
43
$936K 0.14%
3,316
-1,131
44
$918K 0.14%
1,826
+101
45
$888K 0.13%
4,043
+254
46
$855K 0.13%
9,796
-75
47
$775K 0.11%
9,558
-382
48
$754K 0.11%
11,441
-190
49
$726K 0.11%
4,365
+51
50
$677K 0.1%
2,228
-67
1
2
3 4