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
$452M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.12M
3
+$6.77M
4
AVGO icon
Broadcom
AVGO
+$2.8M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.56M

Top Sells

1
+$6.91M
2
+$2.1M
3
+$1.75M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M

Sector Composition

1 Technology 6.22%
2 Healthcare 4.29%
3 Consumer Discretionary 2.94%
4 Consumer Staples 1.82%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$861K 0.19%
21,373
-7,473
77
$844K 0.19%
+6,853
78
$822K 0.18%
9,314
-1,062
79
$818K 0.18%
+29,960
80
$802K 0.18%
+5,780
81
$787K 0.17%
14,446
-3,794
82
$781K 0.17%
21,955
-8,357
83
$757K 0.17%
+3,019
84
$753K 0.17%
+3,725
85
$753K 0.17%
+2,094
86
$752K 0.17%
9,065
-2,122
87
$734K 0.16%
+1,843
88
$727K 0.16%
14,103
-3,675
89
$707K 0.16%
+8,791
90
$679K 0.15%
+4,552
91
$662K 0.15%
36,052
+1,642
92
$631K 0.14%
+19,090
93
$598K 0.13%
+4,808
94
$566K 0.13%
9,353
-4,609
95
$563K 0.12%
9,473
-7,122
96
$561K 0.12%
+3,285
97
$545K 0.12%
11,964
-5,848
98
$449K 0.1%
+2,760
99
$443K 0.1%
+1,256
100
$379K 0.08%
+7,127
1 2 3
4
5