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
$452M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.12M
3
+$6.77M
4
AVGO icon
Broadcom
AVGO
+$2.8M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.56M

Top Sells

1
+$6.91M
2
+$2.1M
3
+$1.75M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M

Sector Composition

1 Technology 6.22%
2 Healthcare 4.29%
3 Consumer Discretionary 2.94%
4 Consumer Staples 1.82%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$353K 0.08%
+22,860
102
$299K 0.07%
+7,799
103
$284K 0.06%
+9,372
104
$281K 0.06%
+30,780
105
$263K 0.06%
+5,541
106
$256K 0.06%
14,326
-15,971
107
$240K 0.05%
+1,328
108
$234K 0.05%
+9,258
109
$233K 0.05%
+1,660
110
$231K 0.05%
10,114
111
$229K 0.05%
+2,295
112
$213K 0.05%
+482
113
$211K 0.05%
+3,783
114
$206K 0.05%
+3,093
115
– –
-48,783
116
– –
-18,486
1 2 3 4
5