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
$419M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.86M
3
+$1.31M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M

Top Sells

1
+$2.85M
2
+$2.6M
3
+$2.24M
4
AMGN icon
Amgen
AMGN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.34M

Sector Composition

1 Technology 5.12%
2 Healthcare 3.8%
3 Consumer Staples 1.9%
4 Consumer Discretionary 1.67%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.59%
44,408
-11,660
27
$2.32M 0.55%
98,543
-435
28
$2.24M 0.53%
36,846
+10,127
29
$2.23M 0.53%
26,357
+563
30
$2.23M 0.53%
37,251
+1,584
31
$2.08M 0.5%
40,318
+156
32
$2.02M 0.48%
27,532
+4,756
33
$1.91M 0.46%
16,941
-400
34
$1.84M 0.44%
15,860
+205
35
$1.81M 0.43%
23,584
-431
36
$1.68M 0.4%
25,208
+3,929
37
$1.66M 0.4%
32,010
-553
38
$1.65M 0.39%
43,871
-2,047
39
$1.62M 0.39%
17,024
-303
40
$1.58M 0.38%
83,352
+3,660
41
$1.5M 0.36%
31,663
-1,556
42
$1.49M 0.36%
10,930
-312
43
$1.47M 0.35%
23,245
+152
44
$1.46M 0.35%
22,919
+346
45
$1.42M 0.34%
32,302
-579
46
$1.31M 0.31%
+18,486
47
$1.29M 0.31%
11,344
-536
48
$1.29M 0.31%
51,110
-675
49
$1.27M 0.3%
28,846
-181
50
$1.25M 0.3%
30,312
-44
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