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
$305M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.4M
3
+$5.14M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.62M
3
+$9.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.62M

Sector Composition

1 Technology 9.28%
2 Healthcare 7.04%
3 Consumer Discretionary 4.97%
4 Consumer Staples 4.34%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$997K 0.33%
15,207
-230
77
$997K 0.33%
7,447
+120
78
$984K 0.32%
16,219
-107
79
$975K 0.32%
13,831
-129
80
$969K 0.32%
24,608
+5,394
81
$954K 0.31%
20,267
+1,818
82
$952K 0.31%
12,053
-115,199
83
$951K 0.31%
16,304
+389
84
$880K 0.29%
5,303
+4,808
85
$861K 0.28%
12,483
-1,041
86
$853K 0.28%
36,205
-2,895
87
$811K 0.27%
+12,200
88
$673K 0.22%
4,889
-582
89
$637K 0.21%
34,425
-22,743
90
$483K 0.16%
3,375
-1,590
91
$383K 0.13%
5,220
-140
92
$353K 0.12%
13,174
-749
93
$317K 0.1%
18,580
-12,336
94
$285K 0.09%
7,937
95
$264K 0.09%
1,241
96
$246K 0.08%
838
-44
97
$226K 0.07%
1,044
98
$208K 0.07%
1,056
99
$202K 0.07%
15,228
-2,580
100
$188K 0.06%
2,295
2 3
4
5 6