HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.48%
13,073
-352
27
$2.25M 0.4%
40,947
-992
28
$1.92M 0.34%
2,323
29
$1.85M 0.33%
29,762
+121
30
$1.67M 0.29%
26,310
+3,440
31
$1.6M 0.28%
2
32
$1.52M 0.27%
21,898
-108
33
$1.4M 0.25%
13,279
+516
34
$1.35M 0.24%
4,344
-363
35
$1.33M 0.23%
60,234
+1,927
36
$1.18M 0.21%
23,842
+1,642
37
$1.11M 0.2%
3,041
-218
38
$1.04M 0.18%
8,532
+1,489
39
$937K 0.17%
13,313
+98
40
$899K 0.16%
1,688
+20
41
$877K 0.15%
5,686
-82
42
$833K 0.15%
5,387
-119
43
$721K 0.13%
2,308
-307
44
$684K 0.12%
3,596
-301
45
$683K 0.12%
9,033
46
$648K 0.11%
4,219
-596
47
$641K 0.11%
10,380
+391
48
$632K 0.11%
9,359
+936
49
$620K 0.11%
3,000
50
$619K 0.11%
3,730
+38
1
2
3 4 5