HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$21.1M
3
+$12.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.73M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K ﹤0.01%
+61
277
$10K ﹤0.01%
+401
278
$10K ﹤0.01%
+225
279
$10K ﹤0.01%
+712
280
$9K ﹤0.01%
+75
281
$9K ﹤0.01%
+105
282
$8K ﹤0.01%
+220
283
$8K ﹤0.01%
+830
284
$8K ﹤0.01%
+385
285
$7K ﹤0.01%
+44
286
$7K ﹤0.01%
+49
287
$7K ﹤0.01%
+166
288
$7K ﹤0.01%
+113
289
$7K ﹤0.01%
+212
290
$7K ﹤0.01%
+134
291
$7K ﹤0.01%
+430
292
$6K ﹤0.01%
+800
293
$6K ﹤0.01%
+28
294
$6K ﹤0.01%
+121
295
$6K ﹤0.01%
+55
296
$6K ﹤0.01%
+192
297
$6K ﹤0.01%
+631
298
$6K ﹤0.01%
+196
299
$6K ﹤0.01%
+137
300
$6K ﹤0.01%
+136
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