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
201
$38K 0.01%
+580
202
$38K 0.01%
490
203
$36K 0.01%
324
204
$35K 0.01%
222
205
$33K 0.01%
226
-1,647
206
$32K 0.01%
339
207
$32K 0.01%
207
208
$32K 0.01%
516
209
$31K 0.01%
560
210
$31K 0.01%
381
211
$31K 0.01%
300
212
$29K 0.01%
504
213
$26K 0.01%
+309
214
$26K 0.01%
600
-76
215
$26K 0.01%
565
216
$25K 0.01%
203
-1
217
$25K 0.01%
685
218
$24K 0.01%
1,509
219
$24K 0.01%
1,520
-1,520
220
$24K 0.01%
131
-19
221
$24K 0.01%
1,470
222
$22K 0.01%
85
+9
223
$21K 0.01%
417
224
$21K 0.01%
108
-27
225
$21K 0.01%
378
7 8
9
10 11