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
251
$5K ﹤0.01%
168
252
$5K ﹤0.01%
35
253
$5K ﹤0.01%
162
254
$5K ﹤0.01%
20
-106
255
$4K ﹤0.01%
50
256
$4K ﹤0.01%
75
257
$4K ﹤0.01%
75
258
$4K ﹤0.01%
108
-14
259
$4K ﹤0.01%
29
260
$4K ﹤0.01%
85
-1,151
261
$4K ﹤0.01%
76
262
$4K ﹤0.01%
392
+181
263
$4K ﹤0.01%
103
264
$3K ﹤0.01%
81
265
$3K ﹤0.01%
28
266
$3K ﹤0.01%
104
267
$3K ﹤0.01%
112
-4,329
268
$3K ﹤0.01%
+182
269
$3K ﹤0.01%
15
270
$3K ﹤0.01%
15
271
$3K ﹤0.01%
22
272
$3K ﹤0.01%
35
273
$2K ﹤0.01%
75
274
$2K ﹤0.01%
9
275
$2K ﹤0.01%
81
9 10
11
12 13