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
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$4.46M
3 +$3.91M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.69M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.25M

Top Sells

1 +$1.63M
2 +$1.34M
3 +$1.18M
4
AMD icon
Advanced Micro Devices
AMD
+$1.15M
5
GM icon
General Motors
GM
+$1.04M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$110K 0.03%
293
-88
127
$105K 0.03%
3,894
+276
128
$104K 0.03%
772
-24
129
$103K 0.03%
292
-166
130
$103K 0.03%
585
131
$103K 0.03%
999
-13,010
132
$100K 0.03%
474
133
$100K 0.03%
341
134
$98K 0.03%
1,710
-18,165
135
$95K 0.02%
1,551
-692
136
$94K 0.02%
437
137
$94K 0.02%
323
-178
138
$91K 0.02%
253
139
$90K 0.02%
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-1,180
140
$89K 0.02%
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141
$83K 0.02%
1,178
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142
$82K 0.02%
419
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143
$73K 0.02%
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144
$72K 0.02%
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145
$70K 0.02%
147
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146
$69K 0.02%
+1,832
147
$64K 0.02%
348
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148
$62K 0.02%
284
+223
149
$60K 0.02%
212
-245
150
$60K 0.02%
400