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
301
– –
-216
302
– –
-1,459
303
– –
-40
304
– –
-13,862
305
– –
-73
306
$0 ﹤0.01%
20
307
– –
-827
308
$0 ﹤0.01%
+5
309
– –
-30
310
– –
-244
311
– –
-1,644
312
– –
-1,100
313
$0 ﹤0.01%
86
314
– –
-102
315
$0 ﹤0.01%
1
-366
316
– –
-82
317
– –
-99
318
$0 ﹤0.01%
+1
319
– –
-190
320
– –
-815
321
– –
-110
322
– –
-173
323
– –
-15
324
$0 ﹤0.01%
15
325
$0 ﹤0.01%
20
10 11 12
13
14