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
$463M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.36M
3
+$574K
4
VV icon
Vanguard Large-Cap ETF
VV
+$539K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$483K

Top Sells

1
+$1.85M
2
+$756K
3
+$617K
4
PFE icon
Pfizer
PFE
+$575K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$557K

Sector Composition

1 Technology 3.88%
2 Healthcare 2.37%
3 Consumer Discretionary 2.25%
4 Consumer Staples 0.6%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.07%
7,136
+1
77
$299K 0.06%
1,402
+33
78
$297K 0.06%
7,363
-2,223
79
$286K 0.06%
3,526
-1,174
80
$284K 0.06%
1,352
81
$276K 0.06%
+4,278
82
$275K 0.06%
1,108
-25
83
$271K 0.06%
1,418
84
$256K 0.06%
5,287
-1,928
85
$256K 0.06%
6,496
-326
86
$244K 0.05%
1,734
+12
87
$234K 0.05%
10,760
88
$221K 0.05%
+8,808
89
$217K 0.05%
+2,000
90
$213K 0.05%
+1,732
91
$204K 0.04%
+522
92
$202K 0.04%
5,358
-2,944
93
$200K 0.04%
5,655
-2,719
94
– –
-4,984
95
– –
-6,700
96
– –
-76
97
– –
-6,196
98
– –
-6,389
99
– –
-1,116
100
– –
-17,348
1 2 3
4
5