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
$412M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.01M
3
+$1.19M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$719K

Top Sells

1
+$915K
2
+$674K
3
+$623K
4
FMC icon
FMC
FMC
+$530K
5
EIG icon
Employers Holdings
EIG
+$486K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.3%
3 Consumer Discretionary 2.99%
4 Consumer Staples 1.08%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$751K 0.18%
2,629
-87
52
$693K 0.17%
39,708
-512
53
$646K 0.16%
6,378
-253
54
$638K 0.16%
12,770
+1,498
55
$613K 0.15%
5,910
+120
56
$610K 0.15%
11,668
-1,553
57
$603K 0.15%
4,494
-924
58
$579K 0.14%
6,397
-49
59
$567K 0.14%
12,705
-3,299
60
$564K 0.14%
7,503
-2,299
61
$559K 0.14%
4,264
-995
62
$547K 0.13%
8,237
-2,161
63
$537K 0.13%
16,440
-13,157
64
$526K 0.13%
964
-246
65
$517K 0.13%
6,234
-149
66
$504K 0.12%
1,548
-471
67
$468K 0.11%
6,997
-622
68
$463K 0.11%
4,447
-37
69
$443K 0.11%
2,671
-931
70
$437K 0.11%
8,413
-980
71
$426K 0.1%
11,221
-388
72
$423K 0.1%
+15,792
73
$420K 0.1%
10,789
-4,130
74
$413K 0.1%
2,066
-524
75
$388K 0.09%
10,885
-320
1 2
3
4 5