HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.5M
3
+$3.93M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.75M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.35M

Top Sells

1
+$1.51M
2
+$1.47M
3
+$1.27M
4
AMD icon
Advanced Micro Devices
AMD
+$1.19M
5
CTRA icon
Coterra Energy
CTRA
+$1.01M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.31%
17,569
-280
52
$1.23M 0.31%
23,771
-1,384
53
$1.19M 0.3%
13,170
-1,223
54
$1.19M 0.3%
5,285
-789
55
$1.18M 0.3%
12,023
-776
56
$1.17M 0.3%
+29,580
57
$1.17M 0.3%
28,425
-2,772
58
$1.15M 0.29%
33,935
-18,080
59
$1.14M 0.29%
18,080
-1,849
60
$1.13M 0.29%
6,981
-301
61
$1.12M 0.28%
8,776
-551
62
$1.11M 0.28%
6,351
-698
63
$1.1M 0.28%
16,978
+1,704
64
$1.09M 0.28%
9,062
-990
65
$1.08M 0.27%
15,335
-2,290
66
$1.07M 0.27%
9,327
-1,375
67
$1.07M 0.27%
7,977
+5,979
68
$1.07M 0.27%
14,699
+11,616
69
$1.06M 0.27%
+17,211
70
$1.06M 0.27%
7,654
-486
71
$1.06M 0.27%
18,331
+17,762
72
$1.05M 0.27%
28,430
-3,300
73
$1.04M 0.27%
3,499
-3,089
74
$1.04M 0.27%
13,544
-1,604
75
$1.04M 0.27%
+30,751
1 2
3
4 5