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
326
$3K ﹤0.01%
+228
327
$3K ﹤0.01%
+89
328
$3K ﹤0.01%
+33
329
$3K ﹤0.01%
+24
330
$3K ﹤0.01%
+64
331
$3K ﹤0.01%
+177
332
$3K ﹤0.01%
+71
333
$3K ﹤0.01%
+20
334
$3K ﹤0.01%
+40
335
$3K ﹤0.01%
+35
336
$3K ﹤0.01%
+27
337
$2K ﹤0.01%
+45
338
$2K ﹤0.01%
+91
339
$2K ﹤0.01%
+60
340
$2K ﹤0.01%
+49
341
$2K ﹤0.01%
+61
342
$2K ﹤0.01%
+20
343
$2K ﹤0.01%
+34
344
$2K ﹤0.01%
+145
345
$2K ﹤0.01%
+20
346
$2K ﹤0.01%
+108
347
$2K ﹤0.01%
+60
348
$2K ﹤0.01%
+44
349
$2K ﹤0.01%
+26
350
$2K ﹤0.01%
+16
12 13
14
15 16