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
$392M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.2M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.23M

Top Sells

1
+$6.52M
2
+$5.43M
3
+$4.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.11%
3 Consumer Discretionary 2.96%
4 Consumer Staples 1.73%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$604K 0.15%
9,237
-79
77
$599K 0.15%
7,958
-2,597
78
$574K 0.15%
8,156
-257
79
$567K 0.14%
12,483
-452
80
$552K 0.14%
5,770
-10
81
$547K 0.14%
6,874
-1,304
82
$541K 0.14%
8,801
+883
83
$532K 0.14%
8,595
+124
84
$510K 0.13%
11,642
+168
85
$509K 0.13%
8,250
+1,350
86
$498K 0.13%
6,924
+68
87
$466K 0.12%
14,717
+4,195
88
$448K 0.11%
+15,693
89
$408K 0.1%
1,537
-491
90
$369K 0.09%
3,992
-54
91
$331K 0.08%
1,241
-15
92
$295K 0.08%
10,027
-4,179
93
$293K 0.07%
2,593
-60
94
$287K 0.07%
7,121
-6
95
$285K 0.07%
5,628
+9
96
$276K 0.07%
7,218
+541
97
$273K 0.07%
+4,917
98
$273K 0.07%
+10,440
99
$238K 0.06%
+2,852
100
$232K 0.06%
+9,246
1 2 3
4
5