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
$414M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.25M
3
+$5.21M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.75M

Top Sells

1
+$8.96M
2
+$2.8M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$818K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$791K

Sector Composition

1 Technology 5.3%
2 Healthcare 4.41%
3 Consumer Discretionary 2.87%
4 Consumer Staples 1.79%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.6M 19.49%
232,499
+15,006
2
$30.5M 7.36%
746,866
+67,414
3
$27.4M 6.63%
357,224
-6,032
4
$21.5M 5.19%
433,730
-15,961
5
$18.1M 4.37%
399,555
+12,445
6
$16.7M 4.02%
43,928
-2,882
7
$15.1M 3.64%
148,072
+6,675
8
$14.7M 3.54%
188,729
-3,559
9
$13.8M 3.35%
235,294
+84,179
10
$13.8M 3.34%
96,450
-765
11
$10.8M 2.61%
+103,163
12
$9.29M 2.25%
123,472
+83,036
13
$9.2M 2.22%
99,568
+3,322
14
$8.06M 1.95%
193,464
+19,220
15
$7.1M 1.71%
120,584
-11,902
16
$5.72M 1.38%
86,200
+8,978
17
$5.31M 1.28%
90,346
+3,337
18
$4.89M 1.18%
71,210
+396
19
$3.97M 0.96%
21,048
+533
20
$3.63M 0.88%
23,690
-738
21
$3.02M 0.73%
22,062
-297
22
$2.95M 0.71%
60,198
+1,650
23
$2.86M 0.69%
80,918
-2,480
24
$2.52M 0.61%
24,624
25
$2.46M 0.59%
26,993
+518
1
2 3 4 5