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
$414M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.25M
3
+$5.21M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.75M

Top Sells

1
+$8.96M
2
+$2.8M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$818K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$791K

Sector Composition

1 Technology 5.3%
2 Healthcare 4.41%
3 Consumer Discretionary 2.87%
4 Consumer Staples 1.79%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$726K 0.18%
18,962
-2,411
77
$720K 0.17%
20,167
-1,788
78
$698K 0.17%
5,131
-237
79
$685K 0.17%
8,178
-1,172
80
$683K 0.17%
8,413
-901
81
$683K 0.17%
1,772
-71
82
$642K 0.16%
+7,486
83
$637K 0.15%
3,647
-78
84
$629K 0.15%
5,780
85
$624K 0.15%
9,316
-37
86
$613K 0.15%
12,935
-1,168
87
$610K 0.15%
3,380
+95
88
$584K 0.14%
37,112
+1,060
89
$553K 0.13%
8,471
-594
90
$546K 0.13%
6,856
-35,161
91
$526K 0.13%
11,474
-490
92
$466K 0.11%
+7,918
93
$457K 0.11%
+8,499
94
$456K 0.11%
2,028
-66
95
$454K 0.11%
+2,307
96
$438K 0.11%
4,046
-762
97
$426K 0.1%
6,900
-2,573
98
$343K 0.08%
1,256
99
$328K 0.08%
7,127
100
$322K 0.08%
+5,619
1 2 3
4
5