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
$553M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$1.05M
3 +$868K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$631K

Top Sells

1 +$1.02M
2 +$449K
3 +$296K
4
ANET icon
Arista Networks
ANET
+$249K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$241K

Sector Composition

1 Technology 3.5%
2 Healthcare 2.15%
3 Consumer Discretionary 1.46%
4 Financials 0.62%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,503
102
-463
103
-8,427
104
-353