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
$452M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.12M
3
+$6.77M
4
AVGO icon
Broadcom
AVGO
+$2.8M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.56M

Top Sells

1
+$6.91M
2
+$2.1M
3
+$1.75M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M

Sector Composition

1 Technology 6.22%
2 Healthcare 4.29%
3 Consumer Discretionary 2.94%
4 Consumer Staples 1.82%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.28%
+7,088
52
$1.24M 0.27%
16,999
-822
53
$1.19M 0.26%
+5,553
54
$1.17M 0.26%
47,006
-4,104
55
$1.17M 0.26%
20,937
-2,308
56
$1.16M 0.26%
+4,676
57
$1.16M 0.26%
+5,542
58
$1.1M 0.24%
10,746
-847
59
$1.07M 0.24%
+3,172
60
$1.06M 0.24%
+15,565
61
$1.03M 0.23%
27,610
-7,764
62
$1.02M 0.23%
10,455
-684
63
$1M 0.22%
+2,974
64
$980K 0.22%
+8,221
65
$979K 0.22%
12,908
-981
66
$965K 0.21%
+7,338
67
$944K 0.21%
+9,350
68
$943K 0.21%
+7,964
69
$943K 0.21%
13,932
-1,003
70
$943K 0.21%
+5,368
71
$934K 0.21%
+3,139
72
$912K 0.2%
+6,583
73
$911K 0.2%
22,205
-7,732
74
$888K 0.2%
10,800
-3,758
75
$861K 0.19%
+6,621
1 2
3
4 5