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
$438M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.47M
3
+$1.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.08M

Top Sells

1
+$592K
2
+$526K
3
+$480K
4
MRK icon
Merck
MRK
+$440K
5
LOW icon
Lowe's Companies
LOW
+$413K

Sector Composition

1 Technology 4.39%
2 Healthcare 2.78%
3 Consumer Discretionary 2.44%
4 Consumer Staples 1%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 23.82%
256,310
+8,136
2
$43.2M 9.87%
936,121
+24,875
3
$25M 5.7%
153,710
+9,063
4
$24.2M 5.53%
320,812
+7,586
5
$23.5M 5.36%
221,400
+10,139
6
$22.5M 5.13%
430,255
+21,995
7
$19.6M 4.48%
401,531
+9,606
8
$18M 4.11%
40,423
+1,710
9
$13.5M 3.08%
179,686
+5,274
10
$11.9M 2.71%
119,132
+7,475
11
$11.6M 2.64%
200,147
+3,144
12
$10.9M 2.48%
266,884
+13,433
13
$9.83M 2.24%
155,558
+7,255
14
$9.73M 2.22%
129,617
+5,821
15
$8.13M 1.86%
103,763
+3,358
16
$4.71M 1.07%
24,272
+1,581
17
$4.6M 1.05%
20,861
+254
18
$4.29M 0.98%
51,334
+5,095
19
$4.28M 0.98%
38,789
+786
20
$3.36M 0.77%
63,195
+1,777
21
$3.18M 0.73%
36,630
-6,830
22
$2.36M 0.54%
38,032
+1,393
23
$2.28M 0.52%
11,232
+30
24
$2.2M 0.5%
6,451
+60
25
$2.19M 0.5%
30,170
+945
1
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