HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
376
$1K ﹤0.01%
+10
377
$1K ﹤0.01%
+50
378
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+1
379
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+83
380
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+24
381
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+26
382
$1K ﹤0.01%
+28
383
$1K ﹤0.01%
+30
384
$1K ﹤0.01%
+48
385
$1K ﹤0.01%
+30
386
$1K ﹤0.01%
+17
387
$0 ﹤0.01%
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388
$0 ﹤0.01%
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397
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398
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399
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400
$0 ﹤0.01%
+20
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