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
$438M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.47M
3
+$1.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.08M

Top Sells

1
+$592K
2
+$526K
3
+$480K
4
MRK icon
Merck
MRK
+$440K
5
LOW icon
Lowe's Companies
LOW
+$413K

Sector Composition

1 Technology 4.39%
2 Healthcare 2.78%
3 Consumer Discretionary 2.44%
4 Consumer Staples 1%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,158
102
– –
-994
103
– –
-1,908
104
– –
-2,066
105
– –
-2,020
106
– –
-3,745
107
– –
-964
108
– –
-10,838
1 2 3 4
5