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
$353M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$3.06M
3
+$3.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.71M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.25M

Top Sells

1
+$1.16M
2
+$1.12M
3
+$920K
4
AVGO icon
Broadcom
AVGO
+$913K
5
AMZN icon
Amazon
AMZN
+$860K

Sector Composition

1 Technology 8.18%
2 Healthcare 5.76%
3 Consumer Discretionary 4.52%
4 Consumer Staples 3.44%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.3%
17,505
-3,179
77
$1.03M 0.29%
+16,721
78
$1.01M 0.29%
61,888
-22,659
79
$981K 0.28%
16,687
-1,225
80
$971K 0.27%
4,808
-4,099
81
$970K 0.27%
+31,197
82
$943K 0.27%
31,730
-4,475
83
$919K 0.26%
15,727
-492
84
$914K 0.26%
12,552
+352
85
$898K 0.25%
19,530
-737
86
$890K 0.25%
15,274
-1,349
87
$884K 0.25%
18,967
-6,574
88
$852K 0.24%
33,841
-14,801
89
$828K 0.23%
+19,875
90
$795K 0.23%
3,381
+6
91
$782K 0.22%
4,869
-434
92
$747K 0.21%
32,865
-1,560
93
$492K 0.14%
3,020
-5,280
94
$457K 0.13%
5,220
95
$421K 0.12%
13,723
+549
96
$412K 0.12%
8,834
+897
97
$385K 0.11%
17,304
-1,276
98
$316K 0.09%
+4,559
99
$313K 0.09%
2,635
+2,374
100
$298K 0.08%
19,626
+4,398
2 3
4
5 6