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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$19.8M
3
+$11.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.16M
5
BNDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
+25
302
$6K ﹤0.01%
+800
303
$6K ﹤0.01%
+75
304
$5K ﹤0.01%
+111
305
$5K ﹤0.01%
+140
306
$5K ﹤0.01%
+118
307
$5K ﹤0.01%
+96
308
$5K ﹤0.01%
+89
309
$5K ﹤0.01%
+100
310
$5K ﹤0.01%
+114
311
$5K ﹤0.01%
+202
312
$5K ﹤0.01%
+106
313
$4K ﹤0.01%
+70
314
$4K ﹤0.01%
+122
315
$4K ﹤0.01%
+50
316
$4K ﹤0.01%
+94
317
$4K ﹤0.01%
+15
318
$4K ﹤0.01%
+425
319
$4K ﹤0.01%
+90
320
$4K ﹤0.01%
+35
321
$4K ﹤0.01%
+76
322
$4K ﹤0.01%
+19
323
$4K ﹤0.01%
+211
324
$4K ﹤0.01%
+500
325
$3K ﹤0.01%
+28
11 12
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