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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.8M 12.28%
112,308
-330
2
$29.7M 10.48%
518,906
+5,076
3
$20.4M 7.22%
574,515
+19,830
4
$11.3M 3.99%
195,858
+58,205
5
$9.99M 3.53%
127,252
+2,342
6
$9.99M 3.53%
146,233
+8,222
7
$9.73M 3.44%
117,116
+36,189
8
$7.56M 2.67%
158,828
+2,288
9
$6.73M 2.38%
72,242
+22,134
10
$4.92M 1.74%
44,022
+11,071
11
$4.71M 1.67%
87,085
+75,308
12
$4.62M 1.63%
47,089
-3,067
13
$3.61M 1.28%
52,016
+870
14
$3.24M 1.14%
102,700
+16,850
15
$2.9M 1.02%
88,556
-24,702
16
$2.79M 0.99%
28,504
-56
17
$2.65M 0.94%
10,579
-912
18
$2.64M 0.93%
44,071
-3,161
19
$2.55M 0.9%
53,073
+14,134
20
$2.46M 0.87%
17,736
-46
21
$2.36M 0.83%
165,568
+33,927
22
$2.32M 0.82%
25,480
+864
23
$2.32M 0.82%
14,136
-1,681
24
$2.29M 0.81%
9,686
-1,042
25
$2.26M 0.8%
8,233
-1,603
1
2 3 4 5