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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.05M
3
+$1.34M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$900K

Top Sells

1
+$561K
2
+$324K
3
+$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.1%
+16,945
52
$585K 0.1%
1,664
-202
53
$581K 0.1%
3,000
54
$569K 0.1%
8,818
-479
55
$565K 0.1%
25,795
-207
56
$537K 0.1%
10,283
-183
57
$534K 0.09%
3,692
-732
58
$524K 0.09%
5,267
-503
59
$503K 0.09%
23,894
+487
60
$453K 0.08%
9,997
-90
61
$442K 0.08%
1,095
62
$429K 0.08%
1,787
-114
63
$427K 0.08%
3,773
-588
64
$424K 0.08%
1,929
-79
65
$419K 0.07%
3,485
-1,299
66
$419K 0.07%
8,700
67
$392K 0.07%
4,608
-900
68
$375K 0.07%
2,796
+901
69
$375K 0.07%
1,550
70
$344K 0.06%
3,068
71
$343K 0.06%
659
-1
72
$327K 0.06%
5,524
-777
73
$316K 0.06%
1,658
-50
74
$312K 0.06%
2,381
-685
75
$303K 0.05%
1,806
1 2
3
4 5