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
151
$101K 0.04%
1,728
-57
152
$101K 0.04%
975
-79
153
$95K 0.04%
3,680
+114
154
$94K 0.04%
1,185
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155
$93K 0.03%
3,020
-1,520
156
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1,006
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157
$92K 0.03%
4,950
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158
$92K 0.03%
+5,436
159
$87K 0.03%
303
160
$85K 0.03%
531
161
$83K 0.03%
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162
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163
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346
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164
$82K 0.03%
644
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165
$82K 0.03%
7,130
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166
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720
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167
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169
$80K 0.03%
685
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170
$78K 0.03%
4,381
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171
$77K 0.03%
1,320
172
$77K 0.03%
1,717
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173
$77K 0.03%
2,276
-73
174
$76K 0.03%
1,195
175
$76K 0.03%
1,825