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
$305M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.4M
3
+$5.14M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.62M
3
+$9.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.28M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
398
227
$10K ﹤0.01%
446
228
$10K ﹤0.01%
110
-81
229
$10K ﹤0.01%
113
230
$9K ﹤0.01%
76
-3
231
$9K ﹤0.01%
225
232
$8K ﹤0.01%
219
+75
233
$8K ﹤0.01%
48
-3
234
$8K ﹤0.01%
61
235
$8K ﹤0.01%
220
236
$8K ﹤0.01%
110
237
$8K ﹤0.01%
98
238
$8K ﹤0.01%
136
239
$8K ﹤0.01%
36
240
$8K ﹤0.01%
100
241
$7K ﹤0.01%
1,509
242
$7K ﹤0.01%
405
+4
243
$7K ﹤0.01%
237
244
$6K ﹤0.01%
170
245
$6K ﹤0.01%
611
+8
246
$6K ﹤0.01%
60
-15
247
$5K ﹤0.01%
122
248
$5K ﹤0.01%
+155
249
$5K ﹤0.01%
61
250
$5K ﹤0.01%
113
8 9
10
11 12