HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
-3.3%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$429M
AUM Growth
-$8.8M
(-2%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
70.05%
Holding
103
New
4
Increased
31
Reduced
54
Closed
8
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.97M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
+$1.48M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.06M |
| 4 |
Amgen
AMGN
|
+$551K |
| 5 |
Microsoft
MSFT
|
+$474K |
Top Sells
| 1 |
Merck
MRK
|
+$555K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$357K |
| 3 |
Apple
AAPL
|
+$334K |
| 4 |
Lamb Weston
LW
|
+$262K |
| 5 |
Kellanova
K
|
+$240K |
Sector Composition
| 1 | Technology | 4% |
| 2 | Healthcare | 2.96% |
| 3 | Consumer Discretionary | 2.35% |
| 4 | Consumer Staples | 0.79% |
| 5 | Communication Services | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Lamb Weston
LW
$7.92B
| – | – |
-2,279
| Closed | -$262K |
|
102
Oracle
ORCL
$891B
| – | – |
-1,796
| Closed | -$214K |
|
103
Palo Alto Networks
PANW
$133B
| – | – |
-1,784
| Closed | -$228K |
|