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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.05M
3
+$1.34M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$900K

Top Sells

1
+$561K
2
+$324K
3
+$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.05%
1,796
77
$292K 0.05%
4,294
-37
78
$286K 0.05%
4,482
-492
79
$280K 0.05%
10,636
80
$276K 0.05%
1,732
81
$272K 0.05%
+532
82
$268K 0.05%
2,941
-44
83
$258K 0.05%
2,796
-667
84
$257K 0.05%
2,039
-607
85
$253K 0.05%
4,948
-68
86
$252K 0.04%
682
87
$250K 0.04%
1,045
-53
88
$240K 0.04%
1,941
-79
89
$240K 0.04%
1,344
-33
90
$221K 0.04%
2,173
-354
91
$218K 0.04%
461
92
$216K 0.04%
444
-26
93
$209K 0.04%
576
-3
94
$205K 0.04%
+2,171
95
$202K 0.04%
1,060
-219
96
$201K 0.04%
995
-3
97
$171K 0.03%
3,015
-1,369
98
$169K 0.03%
+1,464
99
$154K 0.03%
+487
100
$149K 0.03%
+211
2 3
4
5 6