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
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
76
iShares US Technology ETF
IYW
$23.3B
$269K 0.05%
1,916
+184
KMB icon
77
Kimberly-Clark
KMB
$39.7B
$258K 0.05%
1,813
-568
AGG icon
78
iShares Core US Aggregate Bond ETF
AGG
$132B
$258K 0.05%
+2,605
COF icon
79
Capital One
COF
$140B
$257K 0.05%
1,432
+88
ORCL icon
80
Oracle
ORCL
$749B
$252K 0.04%
1,799
+3
EIG icon
81
Employers Holdings
EIG
$857M
$249K 0.04%
4,919
-29
IVE icon
82
iShares S&P 500 Value ETF
IVE
$42.3B
$244K 0.04%
1,280
+220
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$68.2B
$241K 0.04%
2,597
+424
CAT icon
84
Caterpillar
CAT
$270B
$231K 0.04%
699
+123
WM icon
85
Waste Management
WM
$80.5B
$230K 0.04%
995
TT icon
86
Trane Technologies
TT
$99.5B
$230K 0.04%
682
GIS icon
87
General Mills
GIS
$24.9B
$228K 0.04%
3,821
-661
EMR icon
88
Emerson Electric
EMR
$78.5B
$228K 0.04%
2,083
+142
SBUX icon
89
Starbucks
SBUX
$91.9B
$223K 0.04%
2,278
-663
MCO icon
90
Moody's
MCO
$85.7B
$214K 0.04%
461
GOOG icon
91
Alphabet (Google) Class C
GOOG
$3.4T
$212K 0.04%
1,354
-304
SMCI icon
92
Super Micro Computer
SMCI
$30.9B
– –
-30
SMFG icon
93
Sumitomo Mitsui Financial
SMFG
$104B
– –
-1,100
SNA icon
94
Snap-on
SNA
$17.5B
– –
-4
SO icon
95
Southern Company
SO
$104B
– –
-18
SONY icon
96
Sony
SONY
$166B
– –
-50
SPGI icon
97
S&P Global
SPGI
$148B
– –
-60
SPTM icon
98
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
– –
-443
SPYD icon
99
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.13B
– –
-3
SPYV icon
100
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
– –
-1,282
2 3
4
5 6