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
$353M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$3.06M
3
+$3.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.71M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.25M

Top Sells

1
+$1.16M
2
+$1.12M
3
+$920K
4
AVGO icon
Broadcom
AVGO
+$913K
5
AMZN icon
Amazon
AMZN
+$860K

Sector Composition

1 Technology 8.18%
2 Healthcare 5.76%
3 Consumer Discretionary 4.52%
4 Consumer Staples 3.44%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.36%
8,107
+22
52
$1.27M 0.36%
13,838
-1,978
53
$1.25M 0.35%
17,625
-7,107
54
$1.25M 0.35%
73,740
-12,300
55
$1.25M 0.35%
14,689
+2,636
56
$1.24M 0.35%
19,929
-1,042
57
$1.23M 0.35%
19,850
-981
58
$1.22M 0.35%
32,492
-11,865
59
$1.22M 0.34%
13,286
-545
60
$1.2M 0.34%
17,849
+1,545
61
$1.2M 0.34%
10,402
-4,483
62
$1.19M 0.34%
12,799
-887
63
$1.18M 0.33%
10,702
-4,239
64
$1.18M 0.33%
13,751
-545
65
$1.16M 0.33%
15,148
+2,665
66
$1.16M 0.33%
14,393
-814
67
$1.14M 0.32%
+43,940
68
$1.13M 0.32%
25,155
+547
69
$1.12M 0.32%
9,327
-253
70
$1.12M 0.32%
34,822
-14,055
71
$1.1M 0.31%
10,052
-232
72
$1.1M 0.31%
8,140
-227
73
$1.09M 0.31%
+17,990
74
$1.07M 0.3%
49,071
-17,414
75
$1.06M 0.3%
7,282
-165
1 2
3
4 5