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
$463M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.36M
3
+$574K
4
VV icon
Vanguard Large-Cap ETF
VV
+$539K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$483K

Top Sells

1
+$1.85M
2
+$756K
3
+$617K
4
PFE icon
Pfizer
PFE
+$575K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$557K

Sector Composition

1 Technology 3.88%
2 Healthcare 2.37%
3 Consumer Discretionary 2.25%
4 Consumer Staples 0.6%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 24.48%
259,638
-4,239
2
$46.5M 10.04%
970,535
+10,093
3
$26.5M 5.73%
155,633
+14
4
$26.4M 5.7%
236,672
+12,217
5
$24.4M 5.26%
439,405
+295
6
$24.2M 5.23%
314,481
-9,811
7
$20.2M 4.37%
410,126
+1,868
8
$18.4M 3.96%
38,442
-1,149
9
$13.4M 2.9%
175,871
-7,286
10
$13.3M 2.86%
122,424
+1,242
11
$12.2M 2.63%
208,786
+4,533
12
$11.8M 2.55%
287,489
+13,976
13
$10.4M 2.23%
121,683
-1,725
14
$10.3M 2.23%
155,415
-475
15
$10M 2.17%
126,570
-3,127
16
$5M 1.08%
21,064
-489
17
$4.5M 0.97%
41,470
+2,695
18
$4.26M 0.92%
22,148
-174
19
$4.12M 0.89%
46,598
-4,256
20
$3.84M 0.83%
52,277
+24,879
21
$3.57M 0.77%
31,990
-3,400
22
$3.2M 0.69%
57,880
-11,157
23
$2.85M 0.62%
13,077
+2,471
24
$2.74M 0.59%
7,286
-666
25
$2.69M 0.58%
42,490
-844
1
2 3 4 5