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
$392M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.2M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.23M

Top Sells

1
+$6.52M
2
+$5.43M
3
+$4.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.11%
3 Consumer Discretionary 2.96%
4 Consumer Staples 1.73%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.06%
+15,885
102
$210K 0.05%
+2,302
103
$205K 0.05%
1,328
104
$202K 0.05%
2,335
105
$188K 0.05%
+22,082
106
$176K 0.04%
10,036
-78
107
$139K 0.04%
17,181
+4,909
108
– –
-6,279
109
– –
-22,045
110
– –
-26,356
111
– –
-9,345
112
– –
-8,499
113
– –
-37,804
114
– –
-506
115
– –
-2,712
116
– –
-3,680
117
– –
-3,380
118
– –
-8,292
119
– –
-37,112
120
– –
-12,354
121
– –
-7,822
122
– –
-1,456
123
– –
-9,820
124
– –
-2,307
125
– –
-1,509
1 2 3 4
5