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
$412M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.01M
3
+$1.19M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$719K

Top Sells

1
+$915K
2
+$674K
3
+$623K
4
FMC icon
FMC
FMC
+$530K
5
EIG icon
Employers Holdings
EIG
+$486K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.3%
3 Consumer Discretionary 2.99%
4 Consumer Staples 1.08%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.51%
26,264
-1,360
27
$1.88M 0.46%
31,322
+2,283
28
$1.88M 0.46%
53,248
-538
29
$1.84M 0.45%
6,391
-108
30
$1.62M 0.39%
15,264
-1,607
31
$1.61M 0.39%
8,671
-895
32
$1.37M 0.33%
4,633
-401
33
$1.36M 0.33%
24,685
+61
34
$1.24M 0.3%
5,141
-881
35
$1.23M 0.3%
76,530
+105
36
$1.16M 0.28%
3,390
-110
37
$1.15M 0.28%
10,964
-1,039
38
$1.14M 0.28%
4,084
+236
39
$1.12M 0.27%
27,533
-5,069
40
$979K 0.24%
33,364
-750
41
$944K 0.23%
6,092
+13
42
$907K 0.22%
13,089
-949
43
$904K 0.22%
4,658
-159
44
$902K 0.22%
7,874
-186
45
$868K 0.21%
10,153
-498
46
$857K 0.21%
8,809
-1,832
47
$832K 0.2%
16,433
-1,620
48
$821K 0.2%
6,433
-3,443
49
$806K 0.2%
8,390
-794
50
$790K 0.19%
10,302
+1,581
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