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
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$2.29M
3 +$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1 +$2.22M
2 +$2.17M
3 +$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$233K 0.09%
3,925
+64
102
$229K 0.09%
1,994
+39
103
$218K 0.08%
4,791
+1,499
104
$207K 0.08%
4,407
-548
105
$206K 0.08%
3,407
-42
106
$193K 0.07%
21,956
+1,110
107
$192K 0.07%
2,295
-556
108
$192K 0.07%
2,040
+75
109
$184K 0.07%
3,840
+2
110
$181K 0.07%
6,562
-77
111
$178K 0.07%
15,714
-198
112
$176K 0.07%
1,476
+79
113
$173K 0.06%
+8,142
114
$168K 0.06%
1,689
115
$165K 0.06%
6,611
+235
116
$163K 0.06%
1,890
-34
117
$152K 0.06%
844
+43
118
$150K 0.06%
3,718
119
$143K 0.05%
2,763
+989
120
$142K 0.05%
990
+11
121
$142K 0.05%
909
-34
122
$138K 0.05%
559
-229
123
$136K 0.05%
972
-29
124
$135K 0.05%
640
+27
125
$130K 0.05%
3,141
+45