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
$514M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.42M
3
+$1.53M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.41M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M

Top Sells

1
+$484K
2
+$480K
3
+$255K
4
BMY icon
Bristol-Myers Squibb
BMY
+$254K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$229K

Sector Composition

1 Technology 3.58%
2 Healthcare 2.35%
3 Consumer Discretionary 1.49%
4 Financials 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.11%
9,001
+350
52
$581K 0.11%
1,913
-177
53
$579K 0.11%
10,058
+76
54
$517K 0.1%
9,652
+64
55
$502K 0.1%
7,683
-362
56
$497K 0.1%
4,908
-1,141
57
$495K 0.1%
26,590
-2,455
58
$476K 0.09%
6,037
-812
59
$463K 0.09%
4,455
-254
60
$462K 0.09%
23,152
+2,867
61
$449K 0.09%
14,503
-639
62
$424K 0.08%
10,087
-14
63
$409K 0.08%
2,959
-587
64
$394K 0.08%
1,808
+377
65
$392K 0.08%
6,192
-601
66
$388K 0.08%
8,700
67
$361K 0.07%
653
-1
68
$356K 0.07%
2,605
-472
69
$340K 0.07%
1,963
-557
70
$338K 0.07%
3,485
-533
71
$332K 0.06%
3,057
+10
72
$330K 0.06%
1,801
+79
73
$308K 0.06%
1,870
-196
74
$302K 0.06%
1,406
75
$291K 0.06%
4,320
+29
1 2
3
4