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
$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
126
$73.6K 0.01%
+545
127
$72.5K 0.01%
+550
128
$72.4K 0.01%
+201
129
$68.8K 0.01%
+180
130
$66.2K 0.01%
+733
131
$65.6K 0.01%
+1,282
132
$63.4K 0.01%
+1,104
133
$62.8K 0.01%
+262
134
$61.9K 0.01%
+340
135
$61.3K 0.01%
+86
136
$56K 0.01%
+302
137
$54.1K 0.01%
1,131
-6,241
138
$52.9K 0.01%
+435
139
$51.7K 0.01%
+550
140
$51.6K 0.01%
+358
141
$51.3K 0.01%
+183
142
$50.8K 0.01%
+600
143
$50.6K 0.01%
+650
144
$48.3K 0.01%
+560
145
$48.3K 0.01%
+1,193
146
$47.8K 0.01%
+400
147
$44.8K 0.01%
+743
148
$44K 0.01%
+234
149
$42.1K 0.01%
+1,000
150
$41.5K 0.01%
+1,830
4 5
6
7 8