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
176
$34K 0.01%
167
177
$33K 0.01%
344
-172
178
$30K 0.01%
990
-1,155
179
$29K 0.01%
537
180
$29K 0.01%
+250
181
$29K 0.01%
108
182
$26K 0.01%
75
183
$25K 0.01%
2,956
-3,865
184
$25K 0.01%
65
185
$25K 0.01%
15
186
$24K 0.01%
689
+189
187
$23K 0.01%
251
188
$23K 0.01%
60
-27
189
$22K 0.01%
177
190
$22K 0.01%
122
+46
191
$22K 0.01%
+1,095
192
$22K 0.01%
569
+332
193
$21K 0.01%
+138
194
$20K 0.01%
334
195
$20K 0.01%
382
196
$19K 0.01%
116
197
$19K 0.01%
324
198
$19K 0.01%
422
199
$19K 0.01%
461
200
$18K 0.01%
119
6 7
8
9 10