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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.49%
29,001
+26,244
52
$1.33M 0.47%
89,626
-8,958
53
$1.33M 0.47%
17,237
+149
54
$1.32M 0.47%
6,161
-756
55
$1.3M 0.46%
+55,293
56
$1.26M 0.45%
8,917
-83
57
$1.25M 0.44%
21,300
-497
58
$1.14M 0.4%
15,485
-1,229
59
$1.14M 0.4%
18,514
-674
60
$1.13M 0.4%
10,181
-445
61
$1.09M 0.39%
+13,881
62
$1.09M 0.39%
14,907
-502
63
$1.07M 0.38%
11,734
-1,006
64
$1.07M 0.38%
39,100
-2,775
65
$1.07M 0.38%
3,621
-1,572
66
$1.07M 0.38%
2,926
-295
67
$1.05M 0.37%
13,913
-271
68
$1.05M 0.37%
60,206
+7,375
69
$1.04M 0.37%
+13,524
70
$1.03M 0.36%
8,915
-4
71
$1.01M 0.36%
16,326
-186
72
$1.01M 0.36%
20,935
-659
73
$1M 0.35%
57,168
-11,706
74
$1M 0.35%
18,778
-386
75
$958K 0.34%
15,437
+273
1 2
3
4 5