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
$463M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.36M
3 +$574K
4
VV icon
Vanguard Large-Cap ETF
VV
+$539K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$483K

Top Sells

1 +$1.85M
2 +$756K
3 +$617K
4
PFE icon
Pfizer
PFE
+$575K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$557K

Sector Composition

1 Technology 3.88%
2 Healthcare 2.37%
3 Consumer Discretionary 2.25%
4 Consumer Staples 0.6%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-17,808