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
$414M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.25M
3
+$5.21M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.75M

Top Sells

1
+$8.96M
2
+$2.8M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$818K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$791K

Sector Composition

1 Technology 5.3%
2 Healthcare 4.41%
3 Consumer Discretionary 2.87%
4 Consumer Staples 1.79%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.07%
10,522
-8,568
102
$282K 0.07%
2,653
-107
103
$258K 0.06%
12,354
+3,096
104
$256K 0.06%
+1,456
105
$255K 0.06%
6,677
-1,122
106
$230K 0.06%
9,820
-17,790
107
$224K 0.05%
2,335
+40
108
$224K 0.05%
1,328
109
$223K 0.05%
+9,345
110
$223K 0.05%
+3,680
111
$218K 0.05%
506
+24
112
$218K 0.05%
7,822
-1,550
113
$199K 0.05%
+1,509
114
$195K 0.05%
26,356
-4,424
115
$189K 0.05%
10,114
116
$112K 0.03%
12,272
-10,588
117
– –
-3,783
118
– –
-1,660
119
– –
-3,019
120
– –
-3,093
121
– –
-4,552
122
– –
-29,960
123
– –
-5,541
124
– –
-14,326
125
– –
-8,791
1 2 3 4
5