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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$19.8M
3
+$11.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.16M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Consumer Discretionary 10.4%
3 Technology 9.93%
4 Consumer Staples 6.25%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.57%
+8,878
52
$1.34M 0.56%
+11,774
53
$1.34M 0.56%
+20,047
54
$1.33M 0.55%
+13,270
55
$1.26M 0.53%
+23,423
56
$1.25M 0.52%
+19,246
57
$1.24M 0.52%
+7,811
58
$1.23M 0.51%
+124,038
59
$1.21M 0.5%
+14,113
60
$1.2M 0.5%
+12,266
61
$1.2M 0.5%
+10,995
62
$1.18M 0.49%
+31,909
63
$1.18M 0.49%
+22,606
64
$1.17M 0.49%
+50,805
65
$1.15M 0.48%
+3,550
66
$1.14M 0.47%
+19,123
67
$1.13M 0.47%
+4,330
68
$1.12M 0.47%
+10,531
69
$1.12M 0.47%
+54,796
70
$1.08M 0.45%
+27,364
71
$1.04M 0.44%
+68,672
72
$1.04M 0.43%
+73,542
73
$1.03M 0.43%
+12,078
74
$1.02M 0.43%
+17,095
75
$1.02M 0.43%
+21,374
1 2
3
4 5