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
$553M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.05M
3
+$868K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$631K

Top Sells

1
+$1.02M
2
+$449K
3
+$296K
4
ANET icon
Arista Networks
ANET
+$249K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$241K

Sector Composition

1 Technology 3.5%
2 Healthcare 2.15%
3 Consumer Discretionary 1.46%
4 Financials 0.62%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.06%
3,009
-476
77
$306K 0.06%
1,796
78
$302K 0.05%
10,636
+1,264
79
$291K 0.05%
2,985
-170
80
$290K 0.05%
3,463
+195
81
$287K 0.05%
1,095
+53
82
$286K 0.05%
1,708
-93
83
$285K 0.05%
4,384
-302
84
$275K 0.05%
+470
85
$265K 0.05%
+682
86
$263K 0.05%
1,732
87
$253K 0.05%
+15,755
88
$252K 0.05%
1,279
+130
89
$246K 0.04%
+318
90
$242K 0.04%
2,527
-13
91
$241K 0.04%
5,016
92
$232K 0.04%
+1,098
93
$230K 0.04%
+1,895
94
$226K 0.04%
+579
95
$222K 0.04%
+4,349
96
$221K 0.04%
+2,020
97
$219K 0.04%
+461
98
$207K 0.04%
998
-8
99
$206K 0.04%
+1,377
100
– –
-2,844
1 2 3
4
5