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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.05M
3
+$1.34M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$900K

Top Sells

1
+$561K
2
+$324K
3
+$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$146K 0.03%
+554
102
$140K 0.02%
+421
103
$138K 0.02%
+273
104
$133K 0.02%
+214
105
$122K 0.02%
193
-125
106
$121K 0.02%
+6,549
107
$120K 0.02%
+135
108
$115K 0.02%
+201
109
$112K 0.02%
+213
110
$107K 0.02%
+923
111
$99.4K 0.02%
+1,176
112
$95.7K 0.02%
+2,393
113
$92.9K 0.02%
+1,463
114
$91.9K 0.02%
+403
115
$91.6K 0.02%
+394
116
$86.7K 0.02%
+449
117
$85.4K 0.02%
+1,839
118
$84.9K 0.02%
+3,200
119
$82K 0.01%
+294
120
$81.1K 0.01%
+1,096
121
$80.5K 0.01%
+302
122
$80.4K 0.01%
+633
123
$76.1K 0.01%
+1,435
124
$74.7K 0.01%
+303
125
$74.1K 0.01%
+589
3 4
5
6 7