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
151
$59K 0.02%
388
152
$56K 0.01%
1,442
153
$54K 0.01%
260
154
$54K 0.01%
+211
155
$53K 0.01%
159
-34
156
$52K 0.01%
+584
157
$50K 0.01%
155
-73
158
$49K 0.01%
207
159
$49K 0.01%
200
160
$47K 0.01%
375
-382
161
$47K 0.01%
927
-1,790
162
$44K 0.01%
565
163
$43K 0.01%
1,908
+78
164
$43K 0.01%
1,533
-58,272
165
$43K 0.01%
188
166
$42K 0.01%
189
-17
167
$42K 0.01%
247
-336
168
$40K 0.01%
+470
169
$40K 0.01%
686
-596
170
$40K 0.01%
753
-71
171
$38K 0.01%
398
172
$38K 0.01%
239
173
$37K 0.01%
840
-1,861
174
$36K 0.01%
230
-8
175
$35K 0.01%
412
5 6
7
8 9