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
$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
401
$0 ﹤0.01%
+13
402
$0 ﹤0.01%
+15
403
$0 ﹤0.01%
+12
404
$0 ﹤0.01%
+25
405
$0 ﹤0.01%
+20
406
$0 ﹤0.01%
+375
407
$0 ﹤0.01%
+4
408
$0 ﹤0.01%
+2
409
$0 ﹤0.01%
+15
410
$0 ﹤0.01%
+1
411
$0 ﹤0.01%
+40
412
$0 ﹤0.01%
+80
413
0
414
0
415
$0 ﹤0.01%
+200
416
$0 ﹤0.01%
+27
417
$0 ﹤0.01%
+24
418
$0 ﹤0.01%
+3
419
$0 ﹤0.01%
+6
420
$0 ﹤0.01%
+4
421
$0 ﹤0.01%
+6