We are live on ! Find out more
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
$687M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$723K
3
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

1
+$2.48M
2
+$2.18M
3
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$333B
$753K 0.11%
2,288
-356
GLD icon
52
SPDR Gold Trust
GLD
$137B
$752K 0.11%
1,748
+159
CATH icon
53
Global X S&P 500 Catholic Values ETF
CATH
$1.25B
$751K 0.11%
9,607
+52
VO icon
54
Vanguard Mid-Cap ETF
VO
$105B
$718K 0.1%
10,008
+1,708
INTC icon
55
Intel
INTC
$673B
$641K 0.09%
14,525
+126
MCD icon
56
McDonald's
MCD
$198B
$612K 0.09%
1,969
-14
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.48T
$605K 0.09%
2,107
+94
NVO
58
Novo Nordisk
NVO
$191B
$603K 0.09%
16,402
-1,389
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.24B
$590K 0.09%
7,046
+171
SPYX icon
60
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.74B
$548K 0.08%
10,329
SCHH icon
61
Schwab US REIT ETF
SCHH
$10B
$512K 0.07%
23,814
-1,077
QCOM icon
62
Qualcomm
QCOM
$238B
$486K 0.07%
3,778
-161
CAT icon
63
Caterpillar
CAT
$454B
$478K 0.07%
674
+18
PM icon
64
Philip Morris
PM
$278B
$428K 0.06%
2,587
+35
MU icon
65
Micron Technology
MU
$1.28T
$419K 0.06%
1,239
+516
MRK icon
66
Merck
MRK
$281B
$394K 0.06%
3,278
-943
CSCO icon
67
Cisco
CSCO
$471B
$390K 0.06%
5,032
+415
TXN icon
68
Texas Instruments
TXN
$294B
$376K 0.05%
1,937
-881
JPM icon
69
JPMorgan Chase
JPM
$871B
$375K 0.05%
1,274
+119
IBM icon
70
IBM
IBM
$234B
$371K 0.05%
1,531
+18
PAYX icon
71
Paychex
PAYX
$35.2B
$364K 0.05%
3,951
-473
TOST icon
72
Toast
TOST
$14.3B
$355K 0.05%
+13,396
ABT icon
73
Abbott
ABT
$154B
$333K 0.05%
3,246
-129
IYW icon
74
iShares US Technology ETF
IYW
$25.1B
$333K 0.05%
1,834
TMO icon
75
Thermo Fisher Scientific
TMO
$173B
$325K 0.05%
662
+2
1 2
3
4