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
$463M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.36M
3
+$574K
4
VV icon
Vanguard Large-Cap ETF
VV
+$539K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$483K

Top Sells

1
+$1.85M
2
+$756K
3
+$617K
4
PFE icon
Pfizer
PFE
+$575K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$557K

Sector Composition

1 Technology 3.88%
2 Healthcare 2.37%
3 Consumer Discretionary 2.25%
4 Consumer Staples 0.6%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.13%
6,282
-1,082
52
$553K 0.12%
5,020
-795
53
$552K 0.12%
8,671
+3,940
54
$547K 0.12%
29,757
-5,958
55
$540K 0.12%
1,514
-140
56
$534K 0.12%
9,930
-426
57
$520K 0.11%
3,310
-689
58
$494K 0.11%
7,582
-1,708
59
$494K 0.11%
9,768
-3,352
60
$488K 0.11%
8,417
+14
61
$479K 0.1%
3,152
+214
62
$470K 0.1%
1,041
-255
63
$447K 0.1%
8,840
+2,209
64
$446K 0.1%
3,669
-1,303
65
$433K 0.09%
1,919
-384
66
$424K 0.09%
8,268
-6,081
67
$422K 0.09%
2,579
-801
68
$418K 0.09%
+20,176
69
$392K 0.08%
4,080
-739
70
$374K 0.08%
704
71
$354K 0.08%
2,415
+27
72
$348K 0.08%
4,363
-1,599
73
$338K 0.07%
8,700
74
$313K 0.07%
8,598
+153
75
$310K 0.07%
3,039
-5,079
1 2
3
4 5