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
$353M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$3.06M
3
+$3.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.71M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.25M

Top Sells

1
+$1.16M
2
+$1.12M
3
+$920K
4
AVGO icon
Broadcom
AVGO
+$913K
5
AMZN icon
Amazon
AMZN
+$860K

Sector Composition

1 Technology 8.18%
2 Healthcare 5.76%
3 Consumer Discretionary 4.52%
4 Consumer Staples 3.44%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.08%
1,241
102
$259K 0.07%
+8,346
103
$247K 0.07%
1,056
104
$235K 0.07%
+3,083
105
$227K 0.06%
1,247
+116
106
$216K 0.06%
+4,673
107
$194K 0.05%
546
-2,137
108
$191K 0.05%
2,295
109
$183K 0.05%
339
-6
110
$176K 0.05%
5,813
-168
111
$172K 0.05%
1,998
-641
112
$170K 0.05%
1,147
+15
113
$163K 0.05%
702
-136
114
$156K 0.04%
437
-13
115
$155K 0.04%
443
-14
116
$154K 0.04%
665
-20
117
$152K 0.04%
1,765
+252
118
$151K 0.04%
458
-12
119
$147K 0.04%
1,732
120
$144K 0.04%
6,946
+5,950
121
$135K 0.04%
1,409
+1,349
122
$133K 0.04%
501
-15
123
$128K 0.04%
2,700
124
$125K 0.04%
2,393
-200
125
$124K 0.04%
1,915
-46
3 4
5
6 7