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
$514M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.42M
3
+$1.53M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.41M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.22M

Top Sells

1
+$484K
2
+$480K
3
+$255K
4
BMY icon
Bristol-Myers Squibb
BMY
+$254K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$229K

Sector Composition

1 Technology 3.58%
2 Healthcare 2.35%
3 Consumer Discretionary 1.49%
4 Financials 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 26.43%
271,787
+5,023
2
$51.6M 10.03%
1,044,383
+48,906
3
$28M 5.44%
153,173
+189
4
$27.7M 5.39%
233,869
-563
5
$27.1M 5.26%
462,715
+14,047
6
$26.7M 5.18%
347,654
+19,958
7
$22.3M 4.34%
458,552
+29,016
8
$21M 4.09%
38,443
-109
9
$14.7M 2.85%
196,004
+11,534
10
$14.1M 2.74%
132,370
+7,828
11
$13.6M 2.65%
234,805
+14,891
12
$13.5M 2.63%
309,391
+12,944
13
$12.3M 2.38%
126,864
+676
14
$10.7M 2.08%
156,149
+1,073
15
$10.4M 2.01%
127,403
+1,165
16
$5.76M 1.12%
21,530
+373
17
$4.85M 0.94%
30,230
18
$4.15M 0.81%
49,554
+534
19
$3.8M 0.74%
52,753
+1,393
20
$3.73M 0.73%
65,185
+3,788
21
$3.48M 0.68%
16,538
-1,213
22
$3.32M 0.65%
23,290
23
$3.3M 0.64%
7,393
+72
24
$3.21M 0.62%
51,755
+2,280
25
$3.19M 0.62%
12,790
-227
1
2 3 4