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
$392M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.2M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.23M

Top Sells

1
+$6.52M
2
+$5.43M
3
+$4.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M

Sector Composition

1 Technology 5.18%
2 Healthcare 4.11%
3 Consumer Discretionary 2.96%
4 Consumer Staples 1.73%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.6M 20.02%
239,289
+6,790
2
$32.4M 8.26%
891,232
+144,366
3
$28.9M 7.37%
386,416
+29,192
4
$23.2M 5.91%
485,691
+51,961
5
$17.9M 4.57%
409,150
+9,595
6
$15.7M 4.01%
165,698
+17,626
7
$15.5M 3.95%
114,746
+18,296
8
$15.4M 3.93%
209,591
+20,862
9
$14.5M 3.7%
40,470
-3,458
10
$14.1M 3.6%
244,257
+8,963
11
$8.94M 2.28%
102,524
+2,956
12
$8.33M 2.12%
228,236
+34,772
13
$6.17M 1.57%
60,106
-43,057
14
$6.16M 1.57%
118,446
+28,100
15
$6.01M 1.53%
96,998
+25,788
16
$5.42M 1.38%
112,502
+87,255
17
$5.36M 1.37%
85,260
-940
18
$3.84M 0.98%
21,420
+372
19
$3.1M 0.79%
37,334
+12,710
20
$3.09M 0.79%
23,007
-683
21
$3.04M 0.77%
21,965
-97
22
$2.68M 0.68%
61,642
+1,444
23
$2.58M 0.66%
60,636
-20,282
24
$2.43M 0.62%
30,331
+3,338
25
$2.28M 0.58%
31,983
-91,489
1
2 3 4 5