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
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$4.46M
3
+$3.91M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.69M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.25M

Top Sells

1
+$1.63M
2
+$1.34M
3
+$1.18M
4
AMD icon
Advanced Micro Devices
AMD
+$1.15M
5
GM icon
General Motors
GM
+$1.04M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.9M 22.89%
225,896
+24,807
2
$29.1M 7.41%
592,475
+22,885
3
$22.8M 5.82%
399,938
+78,059
4
$20M 5.11%
243,907
+47,554
5
$18.5M 4.7%
354,600
+4,260
6
$13.3M 3.39%
149,975
+30,326
7
$9.85M 2.51%
90,761
-1,631
8
$9.4M 2.4%
95,817
+22,900
9
$9.32M 2.38%
170,670
+38,078
10
$8.23M 2.1%
114,261
-1,157
11
$7.17M 1.83%
137,647
+1,700
12
$6.86M 1.75%
67,815
+12,015
13
$6.5M 1.65%
44,160
+8,188
14
$4.8M 1.22%
52,367
-1,319
15
$4.68M 1.19%
292,410
+2,634
16
$3.76M 0.96%
28,261
-5,911
17
$3.43M 0.87%
46,531
+26,342
18
$3.37M 0.86%
31,142
-3,705
19
$3.33M 0.85%
54,203
+2,302
20
$3.28M 0.84%
50,117
+4,563
21
$3.12M 0.79%
37,644
+3,799
22
$3M 0.77%
24,590
-2,910
23
$2.94M 0.75%
63,360
-9,390
24
$2.78M 0.71%
24,419
+2,690
25
$2.62M 0.67%
13,848
-1,133
1
2 3 4 5