HI
Human Investing Portfolio holdings
AUM
$635M
1-Year Return
12.12%
This Quarter Return
-10.05%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$240M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
421
New
419
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$22.2M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$19.8M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$11.4M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$7.16M |
| 5 |
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% |
