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
$419M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.86M
3
+$1.31M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M

Top Sells

1
+$2.85M
2
+$2.6M
3
+$2.24M
4
AMGN icon
Amgen
AMGN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.34M

Sector Composition

1 Technology 5.12%
2 Healthcare 3.8%
3 Consumer Staples 1.9%
4 Consumer Discretionary 1.67%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.3%
29,937
-221
52
$1.21M 0.29%
16,595
-265
53
$1.19M 0.28%
13,889
-30
54
$1.11M 0.27%
17,821
+97
55
$1.09M 0.26%
14,558
-118
56
$1.07M 0.26%
11,593
-159
57
$1.04M 0.25%
11,139
-230
58
$1.03M 0.25%
11,187
+443
59
$1.02M 0.24%
35,374
+380
60
$1.01M 0.24%
14,935
-287
61
$1M 0.24%
18,240
-158
62
$958K 0.23%
17,812
-67
63
$927K 0.22%
+48,783
64
$868K 0.21%
17,778
-262
65
$845K 0.2%
13,962
-921
66
$805K 0.19%
10,376
-2,813
67
$669K 0.16%
34,410
+324
68
$563K 0.13%
30,297
-11,953
69
$218K 0.05%
10,114
70
– –
-8,677
71
– –
-4,175
72
– –
-3,212
73
– –
-8,911
74
– –
-8,366
75
– –
-2,800
1 2
3
4 5