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
$305M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.4M
3
+$5.14M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.62M
3
+$9.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.62M

Sector Composition

1 Technology 9.28%
2 Healthcare 7.04%
3 Consumer Discretionary 4.97%
4 Consumer Staples 4.34%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.78%
16,609
-619
27
$2.37M 0.78%
9,309
-377
28
$2.3M 0.76%
31,955
+21,626
29
$2.24M 0.74%
7,734
-499
30
$2.23M 0.73%
42,882
+29,533
31
$2.15M 0.7%
18,170
+4,232
32
$2.11M 0.69%
17,943
+207
33
$2.11M 0.69%
39,908
-118,920
34
$2M 0.66%
25,310
+9,825
35
$1.92M 0.63%
32,319
-2,009
36
$1.87M 0.61%
8,907
-966
37
$1.86M 0.61%
8,828
-473
38
$1.84M 0.6%
10,281
-1,472
39
$1.8M 0.59%
19,745
-2,745
40
$1.71M 0.56%
49,055
-1,188
41
$1.66M 0.55%
10,107
-7,629
42
$1.58M 0.52%
14,885
-2,207
43
$1.56M 0.51%
92,502
-13,001
44
$1.49M 0.49%
19,908
-136
45
$1.48M 0.49%
75,282
-11,140
46
$1.48M 0.49%
+48,877
47
$1.47M 0.48%
+84,547
48
$1.44M 0.47%
37,179
-372
49
$1.43M 0.47%
66,485
-11,496
50
$1.42M 0.47%
24,732
-2,341
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