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
176
$73K 0.03%
2,075
+117
177
$73K 0.03%
400
178
$72K 0.03%
585
179
$71K 0.03%
787
180
$70K 0.03%
+313
181
$68K 0.03%
630
182
$68K 0.03%
806
-236
183
$66K 0.02%
395
184
$63K 0.02%
515
185
$60K 0.02%
735
186
$60K 0.02%
4,262
+258
187
$58K 0.02%
238
188
$57K 0.02%
1,806
-900
189
$55K 0.02%
1,686
190
$51K 0.02%
308
-40
191
$50K 0.02%
348
192
$45K 0.02%
400
193
$44K 0.02%
1,058
-268
194
$43K 0.02%
+257
195
$42K 0.02%
1,357
196
$41K 0.02%
3,557
-3,556
197
$40K 0.01%
3,847
198
$40K 0.01%
200
199
$39K 0.01%
1,575
-198
200
$39K 0.01%
388
-353