HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.11%
21,614
-678
52
$597K 0.11%
8,662
-156
53
$560K 0.1%
3,114
-104
54
$541K 0.1%
10,033
-250
55
$514K 0.09%
1,648
-16
56
$501K 0.09%
3,156
-329
57
$493K 0.09%
22,911
-983
58
$482K 0.08%
3,636
-137
59
$448K 0.08%
9,789
+1,089
60
$447K 0.08%
1,550
61
$435K 0.08%
4,841
-426
62
$422K 0.07%
9,872
-125
63
$413K 0.07%
1,864
+77
64
$405K 0.07%
22,214
-3,581
65
$383K 0.07%
1,541
-388
66
$375K 0.07%
3,343
+547
67
$368K 0.06%
3,036
-32
68
$339K 0.06%
5,495
-29
69
$330K 0.06%
10,636
70
$328K 0.06%
659
71
$311K 0.05%
4,298
+4
72
$309K 0.05%
3,372
-1,236
73
$286K 0.05%
1,681
-125
74
$286K 0.05%
2,641
-155
75
$279K 0.05%
1,136
+91
1 2
3
4 5