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
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$2.29M
3 +$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1 +$2.22M
2 +$2.17M
3 +$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$129K 0.05%
27,569
-1,127
127
$126K 0.05%
888
-67
128
$126K 0.05%
5,305
-371
129
$123K 0.05%
+5,901
130
$122K 0.05%
+965
131
$117K 0.04%
2,783
+113
132
$115K 0.04%
+6,202
133
$115K 0.04%
4,472
-298
134
$115K 0.04%
5,285
+4,855
135
$113K 0.04%
5,051
+352
136
$113K 0.04%
590
+20
137
$112K 0.04%
+4,568
138
$111K 0.04%
+1,062
139
$111K 0.04%
1,310
-558
140
$110K 0.04%
1,428
-97
141
$107K 0.04%
+5,264
142
$106K 0.04%
+1,633
143
$105K 0.04%
2,640
+40
144
$105K 0.04%
3,937
-144
145
$105K 0.04%
+1,011
146
$104K 0.04%
796
+40
147
$103K 0.04%
59
+3
148
$103K 0.04%
653
+36
149
$103K 0.04%
+6,580
150
$102K 0.04%
22,760
-1,320