HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
+16.58%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$283M
AUM Growth
+$52.3M
(+23%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
5.67%
Top 10 Holdings %
Top 10 Hldgs %
51.25%
Holding
372
New
55
Increased
70
Reduced
82
Closed
57
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$4.08M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$3.36M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.01M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$2.06M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$1.83M |
Top Sells
| 1 |
Fastenal
FAST
|
+$2.7M |
| 2 |
Best Buy
BBY
|
+$2.24M |
| 3 |
Employers Holdings
EIG
|
+$1.82M |
| 4 |
First American
FAF
|
+$1.73M |
| 5 |
Kulicke & Soffa
KLIC
|
+$1.68M |
Sector Composition
| 1 | Technology | 9.4% |
| 2 | Healthcare | 9.18% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Consumer Staples | 4.85% |
| 5 | Financials | 3.41% |
