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
$424M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.59M
3
+$2.6M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.8M

Top Sells

1
+$4.54M
2
+$2.73M
3
+$1.29M
4
FCX icon
Freeport-McMoran
FCX
+$1.15M
5
UPS icon
United Parcel Service
UPS
+$944K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.08%
3 Consumer Discretionary 3.54%
4 Consumer Staples 2.68%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$991K 0.23%
4,887
-10
77
$985K 0.23%
7,434
-139
78
$971K 0.23%
6,617
-116
79
$969K 0.23%
17,879
-33
80
$964K 0.23%
+10,744
81
$932K 0.22%
16,841
-89
82
$923K 0.22%
+3,804
83
$911K 0.21%
15,222
-32
84
$910K 0.21%
9,249
-46,112
85
$893K 0.21%
9,750
+947
86
$893K 0.21%
14,883
-45
87
$879K 0.21%
18,398
-117
88
$862K 0.2%
12,229
-28
89
$862K 0.2%
42,250
+183
90
$855K 0.2%
34,994
+2,785
91
$847K 0.2%
+2,347
92
$836K 0.2%
13,189
-194
93
$813K 0.19%
17,032
+7
94
$765K 0.18%
4,622
-5
95
$765K 0.18%
3,971
-82
96
$740K 0.17%
18,040
+69
97
$699K 0.16%
5,240
+100
98
$660K 0.16%
34,086
+68
99
$601K 0.14%
6,847
+1,164
100
$563K 0.13%
2,175
+18
1 2 3
4
5