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
+$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.56M
3
+$2.55M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.49M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.24M

Top Sells

1
+$5.84M
2
+$5.02M
3
+$4.67M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.72M

Sector Composition

1 Technology 4.51%
2 Healthcare 4.01%
3 Consumer Discretionary 3.09%
4 Consumer Staples 1.49%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.8M 22.34%
249,966
+10,677
2
$38M 9.66%
904,657
+13,425
3
$23.2M 5.91%
308,817
-77,599
4
$20.5M 5.21%
189,338
+23,640
5
$20M 5.08%
131,568
+16,822
6
$19.2M 4.88%
396,215
-12,935
7
$18.8M 4.79%
397,392
-88,299
8
$15M 3.82%
39,048
-1,422
9
$12.9M 3.27%
172,974
-36,617
10
$11.4M 2.9%
197,282
-46,975
11
$9.41M 2.39%
99,384
-3,140
12
$9.19M 2.34%
235,659
+7,423
13
$8.3M 2.11%
139,303
+20,857
14
$8.24M 2.1%
118,379
+21,381
15
$6.32M 1.61%
95,923
+10,663
16
$4.46M 1.14%
38,142
+808
17
$3.84M 0.98%
20,106
-1,314
18
$3.21M 0.82%
19,853
-3,154
19
$2.95M 0.75%
22,709
+744
20
$2.9M 0.74%
58,877
-2,765
21
$2.68M 0.68%
32,492
+2,161
22
$2.33M 0.59%
41,690
-2,000
23
$2.13M 0.54%
29,654
-2,329
24
$2.03M 0.52%
33,467
-221
25
$1.96M 0.5%
53,786
-6,850
1
2 3 4 5