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
$452M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.12M
3
+$6.77M
4
AVGO icon
Broadcom
AVGO
+$2.8M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.56M

Top Sells

1
+$6.91M
2
+$2.1M
3
+$1.75M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.3M

Sector Composition

1 Technology 6.22%
2 Healthcare 4.29%
3 Consumer Discretionary 2.94%
4 Consumer Staples 1.82%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.8M 20.08%
217,493
-4,190
2
$32.9M 7.28%
679,452
-43,370
3
$28.7M 6.36%
363,256
+17,467
4
$24.1M 5.33%
449,691
+18,981
5
$21.2M 4.7%
46,810
-217
6
$20.8M 4.59%
387,110
-24,165
7
$16.2M 3.59%
141,397
+70,768
8
$16.1M 3.56%
97,215
+50,062
9
$16M 3.54%
192,288
+12,557
10
$10.6M 2.33%
204,685
-14,215
11
$10.4M 2.3%
96,246
-731
12
$9.21M 2.04%
132,486
+8,486
13
$8.96M 1.98%
151,115
+114,269
14
$8.04M 1.78%
174,244
-3,857
15
$6.56M 1.45%
77,222
+12,982
16
$5.88M 1.3%
87,009
+36,887
17
$5.6M 1.24%
70,814
+32,340
18
$4.86M 1.07%
20,515
-417
19
$4.04M 0.89%
42,017
-71,876
20
$3.96M 0.88%
24,428
-5,807
21
$3.9M 0.86%
22,359
-2,168
22
$3.35M 0.74%
58,548
-5,520
23
$3.31M 0.73%
24,624
-3,458
24
$3.22M 0.71%
40,436
+14,079
25
$2.87M 0.63%
26,475
+10,615
1
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