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
176
$35K 0.01%
167
177
$34K 0.01%
344
178
$34K 0.01%
261
-2,374
179
$32K 0.01%
159
-258
180
$32K 0.01%
447
-391
181
$30K 0.01%
552
-1,368
182
$27K 0.01%
446
-91
183
$27K 0.01%
108
184
$26K 0.01%
698
-31,794
185
$26K 0.01%
461
186
$25K 0.01%
+262
187
$23K 0.01%
177
188
$23K 0.01%
75
189
$23K 0.01%
1,760
+680
190
$22K 0.01%
251
191
$22K 0.01%
15
192
$21K 0.01%
422
193
$20K 0.01%
432
194
$20K 0.01%
53
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195
$20K 0.01%
334
196
$20K 0.01%
500
-189
197
$19K ﹤0.01%
75
+27
198
$19K ﹤0.01%
600
199
$19K ﹤0.01%
241
200
$19K ﹤0.01%
116
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8
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