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
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
51
HP
HPQ
$25.9B
$598K 0.11%
21,614
-678
IDEV icon
52
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$597K 0.11%
8,662
-156
TXN icon
53
Texas Instruments
TXN
$147B
$560K 0.1%
3,114
-104
IEMG icon
54
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$541K 0.1%
10,033
-250
ACN icon
55
Accenture
ACN
$155B
$514K 0.09%
1,648
-16
PM icon
56
Philip Morris
PM
$225B
$501K 0.09%
3,156
-329
SCHH icon
57
Schwab US REIT ETF
SCHH
$8.2B
$493K 0.09%
22,911
-983
ABT icon
58
Abbott
ABT
$215B
$482K 0.08%
3,636
-137
SPYX icon
59
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.46B
$448K 0.08%
9,789
+1,089
GLD icon
60
SPDR Gold Trust
GLD
$128B
$447K 0.08%
1,550
MRK icon
61
Merck
MRK
$215B
$435K 0.08%
4,841
-426
XVV icon
62
iShares ESG Screened S&P 500 ETF
XVV
$480M
$422K 0.07%
9,872
-125
VB icon
63
Vanguard Small-Cap ETF
VB
$67.4B
$413K 0.07%
1,864
+77
INFY icon
64
Infosys
INFY
$68.7B
$405K 0.07%
22,214
-3,581
IBM icon
65
IBM
IBM
$287B
$383K 0.07%
1,541
-388
GILD icon
66
Gilead Sciences
GILD
$149B
$375K 0.07%
3,343
+547
HDV icon
67
iShares Core High Dividend ETF
HDV
$11.4B
$368K 0.06%
3,036
-32
CSCO icon
68
Cisco
CSCO
$288B
$339K 0.06%
5,495
-29
SLV icon
69
iShares Silver Trust
SLV
$23.7B
$330K 0.06%
10,636
TMO icon
70
Thermo Fisher Scientific
TMO
$214B
$328K 0.06%
659
IGRO icon
71
iShares International Dividend Growth ETF
IGRO
$1.19B
$311K 0.05%
4,298
+4
DOX icon
72
Amdocs
DOX
$9.27B
$309K 0.05%
3,372
-1,236
PG icon
73
Procter & Gamble
PG
$351B
$286K 0.05%
1,681
-125
NVDA icon
74
NVIDIA
NVDA
$4.93T
$286K 0.05%
2,641
-155
JPM icon
75
JPMorgan Chase
JPM
$847B
$279K 0.05%
1,136
+91
1 2
3
4 5