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
201
$18K 0.01%
600
202
$18K 0.01%
192
203
$18K 0.01%
432
-86
204
$18K 0.01%
241
205
$17K ﹤0.01%
268
206
$17K ﹤0.01%
375
207
$16K ﹤0.01%
95
-11
208
$16K ﹤0.01%
828
+8
209
$15K ﹤0.01%
44
210
$15K ﹤0.01%
41
211
$15K ﹤0.01%
61
-983
212
$15K ﹤0.01%
172
-36
213
$14K ﹤0.01%
334
214
$14K ﹤0.01%
1,100
215
$14K ﹤0.01%
1,080
-600
216
$14K ﹤0.01%
70
-141
217
$13K ﹤0.01%
61
218
$13K ﹤0.01%
113
219
$13K ﹤0.01%
385
220
$12K ﹤0.01%
398
221
$12K ﹤0.01%
94
222
$11K ﹤0.01%
446
223
$11K ﹤0.01%
91
224
$11K ﹤0.01%
225
225
$11K ﹤0.01%
113
7 8
9
10 11