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
$424M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.59M
3
+$2.6M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.8M

Top Sells

1
+$4.54M
2
+$2.73M
3
+$1.29M
4
FCX icon
Freeport-McMoran
FCX
+$1.15M
5
UPS icon
United Parcel Service
UPS
+$944K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.08%
3 Consumer Discretionary 3.54%
4 Consumer Staples 2.68%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.3%
45,918
-1,200
52
$1.23M 0.29%
5,096
-76
53
$1.22M 0.29%
4,013
-15
54
$1.2M 0.28%
7,406
-41
55
$1.19M 0.28%
30,158
-473
56
$1.18M 0.28%
3,322
-81
57
$1.18M 0.28%
16,860
+15
58
$1.18M 0.28%
30,356
-207
59
$1.18M 0.28%
29,027
-286
60
$1.17M 0.28%
11,880
+799
61
$1.17M 0.28%
+32,881
62
$1.15M 0.27%
51,785
-10,993
63
$1.15M 0.27%
8,639
-20
64
$1.13M 0.27%
8,911
-131
65
$1.11M 0.26%
14,676
-185
66
$1.1M 0.26%
11,752
-13
67
$1.09M 0.26%
5,993
-5,188
68
$1.07M 0.25%
11,369
-930
69
$1.05M 0.25%
13,919
+1,285
70
$1.05M 0.25%
17,724
-99
71
$1.04M 0.25%
+2,710
72
$1.04M 0.25%
18,495
-403
73
$1.03M 0.24%
+6,945
74
$1.02M 0.24%
8,677
-85
75
$1.02M 0.24%
6,018
-97
1 2
3
4 5