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
$305M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.4M
3
+$5.14M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.62M
3
+$9.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.62M

Sector Composition

1 Technology 9.28%
2 Healthcare 7.04%
3 Consumer Discretionary 4.97%
4 Consumer Staples 4.34%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.46%
14,941
-2,043
52
$1.39M 0.45%
88,250
-1,376
53
$1.37M 0.45%
6,243
-5,428
54
$1.36M 0.45%
44,357
-4,379
55
$1.31M 0.43%
20,684
-2,614
56
$1.31M 0.43%
8,300
+5,200
57
$1.3M 0.43%
15,816
-1,330
58
$1.28M 0.42%
8,658
-5,478
59
$1.26M 0.41%
20,971
-329
60
$1.25M 0.41%
25,541
-3,460
61
$1.24M 0.41%
5,494
-667
62
$1.24M 0.41%
8,367
-550
63
$1.2M 0.4%
8,085
-5,461
64
$1.19M 0.39%
86,040
-11,738
65
$1.14M 0.37%
59,861
-345
66
$1.12M 0.37%
18,549
-229
67
$1.12M 0.37%
10,284
-1,450
68
$1.12M 0.37%
48,642
-6,651
69
$1.11M 0.37%
9,580
+665
70
$1.1M 0.36%
17,912
-602
71
$1.1M 0.36%
14,296
-611
72
$1.09M 0.36%
13,686
-227
73
$1.05M 0.34%
16,623
-614
74
$1.03M 0.34%
2,683
-243
75
$1.03M 0.34%
20,831
-104
1 2
3
4 5