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
$392M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.2M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.23M

Top Sells

1
+$6.52M
2
+$5.43M
3
+$4.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.11%
3 Consumer Discretionary 2.96%
4 Consumer Staples 1.73%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.23%
17,458
-103,126
52
$914K 0.23%
13,010
+195
53
$899K 0.23%
5,564
-29
54
$852K 0.22%
7,628
-308
55
$836K 0.21%
22,030
-2,081
56
$814K 0.21%
3,165
57
$807K 0.21%
6,794
-105
58
$802K 0.2%
10,089
-222
59
$794K 0.2%
14,908
+9
60
$789K 0.2%
46,514
-104
61
$788K 0.2%
2,848
-161
62
$766K 0.2%
7,920
-13
63
$755K 0.19%
10,309
-44
64
$743K 0.19%
6,606
-46
65
$722K 0.18%
6,830
-223
66
$713K 0.18%
17,819
-913
67
$702K 0.18%
20,346
-609
68
$697K 0.18%
7,243
-243
69
$697K 0.18%
14,186
-589
70
$692K 0.18%
4,936
-195
71
$681K 0.17%
1,698
-74
72
$669K 0.17%
18,091
-871
73
$657K 0.17%
3,501
-146
74
$642K 0.16%
18,921
-1,246
75
$604K 0.15%
+2,178
1 2
3
4 5