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HI
Human Investing Portfolio holdings
AUM
$771M
1-Year Est. Return
18.84%
This Fund
S&P 500
This Quarter
Est. Return
-10.05%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow
% of AUM
105.6%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
420
New
419
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$23.9M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$21.1M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$12.6M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$7.57M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$6.73M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 10.84% |
| 2 | Consumer Discretionary | 10.4% |
| 3 | Technology | 9.93% |
| 4 | Consumer Staples | 6.25% |
| 5 | Financials | 5.93% |
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Human Investing's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Human Investing, which disclosed 420 positions worth $240M. Its ten largest holdings account for 38% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 88,147 shares worth $22.2M.
By sector, the portfolio is most concentrated in Healthcare at 11% of assets, followed by Consumer Discretionary and Technology.
- Human Investing's largest Q4 2018 buy was iShares Core S&P 500 ETF: 88,147 shares worth $22.2M.
- Human Investing's ten largest holdings make up 38% of its $240M portfolio in Q4 2018.
- Human Investing disclosed 420 positions in Q4 2018, its first 13F filing on record.
Based on Human Investing's 13F filing for Q4 2018, filed 14 Feb 2019.