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
76
$289K 0.06%
1,406
-12
77
$289K 0.06%
4,291
+13
78
$274K 0.06%
3,747
+221
79
$269K 0.05%
5,918
-578
80
$262K 0.05%
1,722
-12
81
$254K 0.05%
4,683
-3,585
82
$241K 0.05%
4,801
-486
83
$238K 0.05%
8,763
-45
84
$234K 0.05%
1,732
85
$226K 0.05%
+1,796
86
$222K 0.04%
+3,064
87
$215K 0.04%
+1,149
88
$214K 0.04%
+2,540
89
$214K 0.04%
+1,006
90
$213K 0.04%
9,372
-1,388
91
$213K 0.04%
2,000
92
$210K 0.04%
+574
93
$205K 0.04%
522
94
– –
-1,352
95
– –
-1,041
96
– –
-5,655
97
– –
-7,363
98
– –
-1,108
99
– –
-5,358
1 2 3
4