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
$424M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.59M
3
+$2.6M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.8M

Top Sells

1
+$4.54M
2
+$2.73M
3
+$1.29M
4
FCX icon
Freeport-McMoran
FCX
+$1.15M
5
UPS icon
United Parcel Service
UPS
+$944K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.08%
3 Consumer Discretionary 3.54%
4 Consumer Staples 2.68%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.61%
7,908
-30
27
$2.47M 0.58%
98,978
-4,251
28
$2.24M 0.53%
7,930
-21
29
$2.2M 0.52%
+25,794
30
$2.2M 0.52%
35,667
+2,357
31
$2.19M 0.52%
50,906
-509
32
$2.14M 0.5%
40,162
+6
33
$1.8M 0.43%
24,015
-88
34
$1.8M 0.42%
13,953
+10
35
$1.78M 0.42%
8,366
+16
36
$1.76M 0.41%
32,563
+292
37
$1.68M 0.4%
22,776
+4,137
38
$1.64M 0.39%
17,327
-791
39
$1.64M 0.39%
26,719
+6,199
40
$1.59M 0.38%
15,655
-200
41
$1.51M 0.36%
33,219
-1,315
42
$1.44M 0.34%
21,279
+3,632
43
$1.43M 0.34%
17,341
+517
44
$1.43M 0.34%
+22,573
45
$1.38M 0.33%
79,692
-906
46
$1.34M 0.32%
4,175
-253
47
$1.28M 0.3%
5,554
-1,289
48
$1.28M 0.3%
21,940
-285
49
$1.26M 0.3%
11,242
-198
50
$1.26M 0.3%
23,093
-231
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2
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