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
$514M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.42M
3
+$1.53M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.41M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M

Top Sells

1
+$484K
2
+$480K
3
+$255K
4
BMY icon
Bristol-Myers Squibb
BMY
+$254K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$229K

Sector Composition

1 Technology 3.58%
2 Healthcare 2.35%
3 Consumer Discretionary 1.49%
4 Financials 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.06%
7,291
+26
77
$275K 0.05%
5,781
-3,741
78
$261K 0.05%
1,732
79
$258K 0.05%
4,686
-115
80
$254K 0.05%
1,796
81
$249K 0.05%
2,844
-220
82
$249K 0.05%
9,372
83
$246K 0.05%
3,155
-608
84
$235K 0.05%
2,540
85
$233K 0.05%
2,000
86
$224K 0.04%
3,268
-479
87
$222K 0.04%
+463
88
$219K 0.04%
8,427
-336
89
$215K 0.04%
1,006
90
$214K 0.04%
5,016
-902
91
$209K 0.04%
1,149
92
$206K 0.04%
+1,042
93
$8.02K ﹤0.01%
+353
94
– –
-1,919
95
– –
-4,683
96
– –
-574
97
– –
-522
1 2 3
4