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
$553M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.05M
3
+$868K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$687K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$631K

Top Sells

1
+$1.02M
2
+$449K
3
+$296K
4
ANET icon
Arista Networks
ANET
+$249K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$241K

Sector Composition

1 Technology 3.5%
2 Healthcare 2.15%
3 Consumer Discretionary 1.46%
4 Financials 0.62%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 26.07%
273,088
+1,301
2
$56.2M 10.17%
1,064,172
+19,789
3
$30M 5.43%
151,678
-1,495
4
$29.8M 5.39%
232,313
-1,556
5
$29.2M 5.28%
467,926
+5,211
6
$28.5M 5.16%
362,153
+14,499
7
$23.9M 4.33%
475,818
+17,266
8
$22.3M 4.03%
38,655
+212
9
$15.9M 2.88%
202,963
+6,959
10
$15.6M 2.82%
133,214
+844
11
$15.1M 2.73%
315,095
+5,704
12
$14.5M 2.62%
245,491
+10,686
13
$13.3M 2.4%
130,744
+3,880
14
$11.5M 2.07%
155,971
-178
15
$11.2M 2.02%
126,643
-760
16
$5.97M 1.08%
21,072
-458
17
$5.14M 0.93%
29,812
-418
18
$4.82M 0.87%
49,475
-79
19
$4.53M 0.82%
60,288
+7,535
20
$4.23M 0.77%
68,745
+3,560
21
$3.89M 0.7%
16,680
+142
22
$3.43M 0.62%
52,841
+1,086
23
$3.36M 0.61%
12,753
-37
24
$3.2M 0.58%
7,438
+45
25
$2.73M 0.49%
45,139
+739
1
2 3 4 5