HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$19.8M
3
+$11.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.16M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Consumer Discretionary 10.4%
3 Technology 9.93%
4 Consumer Staples 6.25%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
+381
227
$26K 0.01%
+207
228
$25K 0.01%
+676
229
$25K 0.01%
+726
230
$24K 0.01%
+1,509
231
$24K 0.01%
+150
232
$24K 0.01%
+671
233
$24K 0.01%
+565
234
$22K 0.01%
+204
235
$22K 0.01%
+135
236
$21K 0.01%
+417
237
$21K 0.01%
+312
238
$21K 0.01%
+283
239
$20K 0.01%
+1,470
240
$20K 0.01%
+326
241
$19K 0.01%
+378
242
$19K 0.01%
+685
243
$18K 0.01%
+350
244
$18K 0.01%
+62
245
$18K 0.01%
+724
246
$18K 0.01%
+1,005
247
$17K 0.01%
+292
248
$17K 0.01%
+419
249
$16K 0.01%
+321
250
$16K 0.01%
+157
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