We are live on ! Find out more
HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
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
+$22.3M
2
+$20.5M
3
+$5.17M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.7M
3
+$9.25M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.71M

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
326
– –
-83,857
327
– –
-95
328
– –
-52
329
$0 ﹤0.01%
1
330
– –
-1,545
331
– –
-67
332
$0 ﹤0.01%
1
333
– –
-125
334
– –
-43,175
335
– –
-83
336
– –
-6,052
337
– –
-121
338
$0 ﹤0.01%
20
339
– –
-827
340
$0 ﹤0.01%
+5
341
– –
-30
10 11 12 13
14