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
$498M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.25M
3
+$1.01M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$955K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$648K

Top Sells

1
+$754K
2
+$484K
3
+$470K
4
NKE icon
Nike
NKE
+$327K
5
MO icon
Altria Group
MO
+$297K

Sector Composition

1 Technology 3.51%
2 Healthcare 2.47%
3 Consumer Discretionary 1.88%
4 Consumer Staples 0.49%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.12%
8,214
-237
52
$581K 0.12%
8,651
-20
53
$580K 0.12%
9,982
+52
54
$554K 0.11%
6,049
-233
55
$553K 0.11%
3,068
-84
56
$535K 0.11%
4,709
-311
57
$521K 0.1%
29,045
-712
58
$512K 0.1%
8,045
-372
59
$495K 0.1%
9,588
+748
60
$484K 0.1%
1,919
61
$481K 0.1%
2,520
-59
62
$475K 0.1%
6,793
-789
63
$475K 0.1%
9,522
-246
64
$459K 0.09%
3,546
-123
65
$457K 0.09%
3,077
-233
66
$412K 0.08%
20,285
+109
67
$407K 0.08%
10,101
+1,503
68
$380K 0.08%
654
-50
69
$372K 0.07%
8,700
70
$362K 0.07%
4,018
-345
71
$344K 0.07%
3,763
-317
72
$336K 0.07%
3,047
+8
73
$335K 0.07%
2,066
-349
74
$327K 0.07%
1,431
+29
75
$325K 0.07%
7,265
+129
1 2
3
4