HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
+6.34%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$305M
AUM Growth
+$21.6M
(+7.6%)
Cap. Flow
+$6.96M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
51.71%
Holding
341
New
26
Increased
50
Reduced
115
Closed
31
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$22.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$20.4M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.14M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$4.32M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.87M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$23.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$9.62M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$9.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$6.28M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.62M |
Sector Composition
| 1 | Technology | 9.28% |
| 2 | Healthcare | 7.04% |
| 3 | Consumer Discretionary | 4.97% |
| 4 | Consumer Staples | 4.34% |
| 5 | Financials | 3.19% |
