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
1
$75.5M 21.36%
201,089
+21,640
2
$26.9M 7.61%
569,590
+64,742
3
$18.8M 5.33%
321,879
+51,737
4
$16.3M 4.61%
196,353
+32,642
5
$16.1M 4.56%
350,340
+35,325
6
$11.1M 3.14%
119,649
+21,608
7
$8.49M 2.4%
92,392
+11,879
8
$8M 2.26%
72,917
+13,321
9
$7.97M 2.26%
115,418
-16,825
10
$7.32M 2.07%
132,592
+18,626
11
$6.81M 1.93%
135,947
+15,029
12
$5.11M 1.44%
55,800
+24,548
13
$5.08M 1.44%
35,972
+9,955
14
$4.83M 1.37%
34,172
+5,866
15
$4.63M 1.31%
53,686
+2,643
16
$4.39M 1.24%
289,776
+21,240
17
$3.73M 1.06%
34,847
-8,585
18
$3.65M 1.03%
27,500
-290
19
$3.19M 0.9%
72,750
-20,840
20
$3.08M 0.87%
51,901
+1,036
21
$2.77M 0.78%
45,554
+2,672
22
$2.75M 0.78%
33,845
+1,890
23
$2.57M 0.73%
21,729
+3,559
24
$2.46M 0.7%
14,981
-1,628
25
$2.31M 0.66%
66,272
-14,942
1
2 3 4 5