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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$19.8M
3
+$11.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.16M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Consumer Discretionary 10.4%
3 Technology 9.93%
4 Consumer Staples 6.25%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.43%
+23,461
77
$1.01M 0.42%
+16,773
78
$1M 0.42%
+1,771
79
$981K 0.41%
+22,049
80
$936K 0.39%
+17,481
81
$924K 0.39%
+6,597
82
$915K 0.38%
+23,492
83
$857K 0.36%
+27,138
84
$779K 0.32%
+29,430
85
$778K 0.32%
+131,614
86
$738K 0.31%
+4,300
87
$707K 0.29%
+13,460
88
$697K 0.29%
+17,853
89
$685K 0.29%
+42,873
90
$616K 0.26%
+12,062
91
$601K 0.25%
+8,694
92
$512K 0.21%
+20,522
93
$494K 0.21%
+3,575
94
$445K 0.19%
+4,028
95
$418K 0.17%
+7,115
96
$418K 0.17%
+9,156
97
$332K 0.14%
+6,360
98
$331K 0.14%
+21,820
99
$315K 0.13%
+1,618
100
$301K 0.13%
+1,472
2 3
4
5 6