HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
+5.31%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$393M
AUM Growth
+$39.1M
(+11%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
58.7%
Holding
327
New
24
Increased
45
Reduced
117
Closed
22
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.87M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$4.46M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.91M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$2.69M |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
+$2.25M |
Top Sells
| 1 |
Unum
UNM
|
+$1.63M |
| 2 |
NetEase
NTES
|
+$1.34M |
| 3 |
NRG Energy
NRG
|
+$1.18M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.15M |
| 5 |
General Motors
GM
|
+$1.04M |
Sector Composition
| 1 | Technology | 7.7% |
| 2 | Healthcare | 5.2% |
| 3 | Consumer Discretionary | 3.96% |
| 4 | Consumer Staples | 2.97% |
| 5 | Financials | 2.01% |