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
$553M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.05M
3
+$868K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$631K

Top Sells

1
+$1.02M
2
+$449K
3
+$296K
4
ANET icon
Arista Networks
ANET
+$249K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$241K

Sector Composition

1 Technology 3.5%
2 Healthcare 2.15%
3 Consumer Discretionary 1.46%
4 Financials 0.62%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$658K 0.12%
9,297
+296
52
$655K 0.12%
5,770
+200
53
$634K 0.11%
10,107
+49
54
$601K 0.11%
10,466
+814
55
$581K 0.11%
4,784
-124
56
$579K 0.1%
26,002
-588
57
$542K 0.1%
23,407
+255
58
$537K 0.1%
7,746
+63
59
$497K 0.09%
4,361
-94
60
$482K 0.09%
5,508
-529
61
$451K 0.08%
1,901
+93
62
$446K 0.08%
10,087
63
$444K 0.08%
2,008
+45
64
$436K 0.08%
3,066
+107
65
$425K 0.08%
3,000
+1,000
66
$411K 0.07%
8,700
67
$408K 0.07%
660
+7
68
$377K 0.07%
1,550
+144
69
$367K 0.07%
4,974
-1,218
70
$361K 0.07%
3,068
+11
71
$361K 0.07%
2,646
+41
72
$337K 0.06%
7,372
+81
73
$335K 0.06%
6,301
+520
74
$323K 0.06%
4,331
+11
75
$313K 0.06%
1,806
-64
1 2
3
4 5