HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$2.43M
3 +$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1 +$586K
2 +$442K
3 +$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCI icon
326
Service Corp International
SCI
$11.7B
-47
SFM icon
327
Sprouts Farmers Market
SFM
$7.69B
-633
SHEL icon
328
Shell
SHEL
$215B
-500
SLB icon
329
SLB Ltd
SLB
$53.9B
-5
SLF icon
330
Sun Life Financial
SLF
$34.1B
-440