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
1
$26.9M 10.04%
94,404
+6,257
2
$25.4M 9.5%
418,323
+58,093
3
$14.7M 5.51%
389,280
+44,855
4
$8.85M 3.31%
101,836
+5,774
5
$7.29M 2.72%
140,925
+23,034
6
$7.04M 2.63%
91,223
+10,850
7
$6.83M 2.55%
122,437
-972
8
$5.79M 2.16%
72,774
-381
9
$4.73M 1.77%
58,638
+28,300
10
$3.95M 1.48%
47,038
-284
11
$3.52M 1.32%
54,737
+4,624
12
$3.48M 1.3%
132,894
-3,456
13
$3.34M 1.25%
122,346
14
$3.32M 1.24%
110,380
-2,330
15
$3.3M 1.23%
39,301
+3,331
16
$3.15M 1.18%
48,470
+1,872
17
$3.04M 1.13%
25,747
-1,094
18
$3.01M 1.12%
32,652
-76
19
$2.91M 1.09%
39,168
+365
20
$2.88M 1.07%
15,150
-1,331
21
$2.81M 1.05%
52,362
-3,911
22
$2.66M 1%
13,885
-217
23
$2.62M 0.98%
153,182
-4,998
24
$2.57M 0.96%
159,772
-6,728
25
$2.51M 0.94%
17,937
-701
1
2 3 4 5