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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.05M
3
+$1.34M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$900K

Top Sells

1
+$561K
2
+$324K
3
+$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$152M 27.02%
282,786
+9,698
2
$53.9M 9.57%
1,128,018
+63,846
3
$31M 5.51%
158,525
+6,847
4
$30.9M 5.49%
242,505
+10,192
5
$29.9M 5.3%
479,644
+11,718
6
$28.7M 5.09%
371,351
+9,198
7
$24.2M 4.3%
494,167
+18,349
8
$22.4M 3.98%
38,109
-546
9
$15.8M 2.8%
137,138
+3,924
10
$15.6M 2.77%
208,662
+5,699
11
$14.6M 2.6%
251,691
+6,200
12
$14.6M 2.59%
331,654
+16,559
13
$14.1M 2.51%
134,856
+4,112
14
$11.2M 1.99%
165,691
+9,720
15
$10.7M 1.9%
134,124
+7,481
16
$6.35M 1.13%
27,391
-2,421
17
$6.11M 1.08%
21,080
+8
18
$4.63M 0.82%
52,014
+2,539
19
$4.26M 0.76%
59,252
-1,036
20
$4.11M 0.73%
72,475
+3,730
21
$4.05M 0.72%
16,180
-500
22
$3.34M 0.59%
53,930
+1,089
23
$3.12M 0.55%
11,551
-1,202
24
$3.03M 0.54%
7,190
-248
25
$2.68M 0.48%
46,205
+1,066
1
2 3 4 5