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
$414M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.25M
3
+$5.21M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.75M

Top Sells

1
+$8.96M
2
+$2.8M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$818K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$791K

Sector Composition

1 Technology 5.3%
2 Healthcare 4.41%
3 Consumer Discretionary 2.87%
4 Consumer Staples 1.79%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.28%
4,651
-25
52
$1.06M 0.26%
14,899
-229
53
$1.05M 0.25%
+22,045
54
$1.04M 0.25%
13,806
-126
55
$1.03M 0.25%
12,815
-93
56
$1.02M 0.25%
8,999
-936
57
$1.02M 0.25%
5,593
+40
58
$974K 0.24%
6,899
+278
59
$923K 0.22%
10,555
-191
60
$899K 0.22%
6,652
-201
61
$879K 0.21%
3,165
-7
62
$878K 0.21%
20,955
-1,250
63
$876K 0.21%
7,936
-285
64
$866K 0.21%
8,292
-463
65
$863K 0.21%
46,618
-388
66
$862K 0.21%
7,933
-31
67
$859K 0.21%
10,311
-489
68
$836K 0.2%
14,775
-790
69
$823K 0.2%
10,353
-102
70
$799K 0.19%
18,732
-2,205
71
$796K 0.19%
6,279
-304
72
$773K 0.19%
14,206
-240
73
$755K 0.18%
7,053
-285
74
$737K 0.18%
2,712
-262
75
$728K 0.18%
3,009
-130
1 2
3
4 5