HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$3.06M
3
+$3.03M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.71M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.25M

Top Sells

1
+$1.16M
2
+$1.12M
3
+$920K
4
AVGO icon
Broadcom
AVGO
+$913K
5
AMZN icon
Amazon
AMZN
+$860K

Sector Composition

1 Technology 8.18%
2 Healthcare 5.76%
3 Consumer Discretionary 4.52%
4 Consumer Staples 3.44%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$123K 0.03%
1,246
127
$121K 0.03%
2,411
128
$120K 0.03%
576
129
$119K 0.03%
457
+317
130
$115K 0.03%
660
-19
131
$113K 0.03%
2,243
-633
132
$111K 0.03%
796
-14
133
$108K 0.03%
513
-16
134
$108K 0.03%
1,167
-39
135
$107K 0.03%
1,220
136
$104K 0.03%
+1,188
137
$104K 0.03%
474
138
$103K 0.03%
420
-10
139
$103K 0.03%
+381
140
$101K 0.03%
3,618
+138
141
$100K 0.03%
2,717
+22
142
$97K 0.03%
2,701
-108
143
$93K 0.03%
341
-8
144
$88K 0.02%
583
145
$88K 0.02%
757
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146
$87K 0.02%
585
147
$85K 0.02%
437
-77
148
$83K 0.02%
+1,920
149
$81K 0.02%
1,282
-11
150
$81K 0.02%
253
-50
4 5
6
7 8