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
$498M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.25M
3
+$1.01M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$955K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$648K

Top Sells

1
+$754K
2
+$484K
3
+$470K
4
NKE icon
Nike
NKE
+$327K
5
MO icon
Altria Group
MO
+$297K

Sector Composition

1 Technology 3.51%
2 Healthcare 2.47%
3 Consumer Discretionary 1.88%
4 Consumer Staples 0.49%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.6%
23,290
-206
27
$2.69M 0.54%
14,787
-52
28
$2.44M 0.49%
41,758
+5,839
29
$2.19M 0.44%
44,551
-479
30
$2.15M 0.43%
2,760
-23
31
$1.65M 0.33%
27,286
+636
32
$1.52M 0.3%
73,245
-813
33
$1.46M 0.29%
5,118
-147
34
$1.39M 0.28%
3,612
-25
35
$1.32M 0.27%
12,606
+244
36
$973K 0.2%
19,233
+1,666
37
$934K 0.19%
12,917
+1,427
38
$889K 0.18%
5,890
-95
39
$853K 0.17%
4,894
-81
40
$844K 0.17%
4,988
-81
41
$835K 0.17%
2,963
-88
42
$818K 0.16%
5,169
-255
43
$753K 0.15%
24,929
-994
44
$740K 0.15%
5,608
-124
45
$738K 0.15%
6,011
-157
46
$728K 0.15%
6,316
+88
47
$725K 0.15%
2,090
-25
48
$669K 0.13%
15,142
-791
49
$656K 0.13%
1,560
+46
50
$619K 0.12%
6,849
-217
1
2
3 4