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
26
$2.39M 1%
+42,569
27
$2.3M 0.96%
+46,389
28
$2.3M 0.96%
+14,393
29
$2.21M 0.92%
+66,016
30
$2.18M 0.91%
+166,500
31
$2.17M 0.91%
+87,958
32
$2.15M 0.9%
+31,872
33
$2.12M 0.89%
+47,568
34
$2.07M 0.86%
+114,451
35
$2M 0.84%
+55,220
36
$2M 0.83%
+87,928
37
$1.97M 0.82%
+158,180
38
$1.91M 0.8%
+49,423
39
$1.82M 0.76%
+133,680
40
$1.82M 0.76%
+34,077
41
$1.78M 0.74%
+36,051
42
$1.66M 0.69%
+17,600
43
$1.64M 0.68%
+519,780
44
$1.63M 0.68%
+157,086
45
$1.56M 0.65%
+21,599
46
$1.52M 0.64%
+8,076
47
$1.48M 0.62%
+20,251
48
$1.46M 0.61%
+153,012
49
$1.39M 0.58%
+9,870
50
$1.38M 0.58%
+18,649
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