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
$438M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.47M
3
+$1.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.08M

Top Sells

1
+$592K
2
+$526K
3
+$480K
4
MRK icon
Merck
MRK
+$440K
5
LOW icon
Lowe's Companies
LOW
+$413K

Sector Composition

1 Technology 4.39%
2 Healthcare 2.78%
3 Consumer Discretionary 2.44%
4 Consumer Staples 1%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.17%
6,211
-222
52
$737K 0.17%
9,615
-538
53
$735K 0.17%
6,142
+232
54
$700K 0.16%
+6,943
55
$699K 0.16%
19,055
-8,478
56
$657K 0.15%
6,023
-355
57
$630K 0.14%
9,334
+2,337
58
$607K 0.14%
6,205
-192
59
$600K 0.14%
37,315
-2,393
60
$564K 0.13%
1,654
+403
61
$541K 0.12%
16,176
-264
62
$516K 0.12%
6,701
-802
63
$512K 0.12%
9,945
-2,825
64
$505K 0.12%
3,777
-487
65
$495K 0.11%
1,412
-136
66
$487K 0.11%
6,449
-1,788
67
$486K 0.11%
10,722
-1,983
68
$471K 0.11%
8,650
+4,460
69
$467K 0.11%
17,808
+2,016
70
$446K 0.1%
2,428
-243
71
$425K 0.1%
4,287
-160
72
$398K 0.09%
7,642
-771
73
$396K 0.09%
5,142
-1,092
74
$396K 0.09%
3,038
+318
75
$381K 0.09%
10,245
-544
1 2
3
4 5