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
$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
151
$77K 0.02%
228
+204
152
$76K 0.02%
417
153
$75K 0.02%
966
-23
154
$73K 0.02%
+614
155
$70K 0.02%
144
-5
156
$67K 0.02%
933
157
$58K 0.02%
400
158
$58K 0.02%
+550
159
$56K 0.02%
838
160
$54K 0.02%
1,442
161
$51K 0.01%
207
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$51K 0.01%
260
+23
163
$50K 0.01%
193
-54
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$49K 0.01%
388
165
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200
166
$45K 0.01%
824
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$45K 0.01%
1,830
+408
168
$43K 0.01%
239
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169
$42K 0.01%
206
-5
170
$41K 0.01%
188
171
$39K 0.01%
565
172
$36K 0.01%
+67
173
$36K 0.01%
412
174
$36K 0.01%
398
175
$36K 0.01%
238
-1
5 6
7
8 9