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
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.55%
18,538
-3,061
52
$1.47M 0.55%
18,372
-874
53
$1.46M 0.55%
129,858
+5,820
54
$1.45M 0.54%
22,834
-627
55
$1.43M 0.54%
11,569
-205
56
$1.43M 0.53%
11,289
-789
57
$1.42M 0.53%
12,735
+469
58
$1.4M 0.52%
8,723
-155
59
$1.36M 0.51%
23,356
-67
60
$1.36M 0.51%
7,817
+6
61
$1.35M 0.51%
12,393
+1,862
62
$1.35M 0.5%
23,609
+21,298
63
$1.33M 0.5%
27,342
+5,293
64
$1.32M 0.49%
25,539
+2,047
65
$1.31M 0.49%
19,124
+1
66
$1.3M 0.49%
12,917
-1,196
67
$1.28M 0.48%
4,282
-48
68
$1.25M 0.47%
1,731
-40
69
$1.24M 0.46%
26,100
-1,264
70
$1.21M 0.45%
+85,450
71
$1.19M 0.45%
6,586
-11
72
$1.19M 0.44%
17,363
+268
73
$1.17M 0.44%
22,423
+1,049
74
$1.14M 0.43%
15,860
-913
75
$1.1M 0.41%
46,169
+41,548
1 2
3
4 5