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
76
$269K 0.05%
1,916
+184
77
$258K 0.05%
1,813
-568
78
$258K 0.05%
+2,605
79
$257K 0.05%
1,432
+88
80
$252K 0.04%
1,799
+3
81
$249K 0.04%
4,919
-29
82
$244K 0.04%
1,280
+220
83
$241K 0.04%
2,597
+424
84
$231K 0.04%
699
+123
85
$230K 0.04%
995
86
$230K 0.04%
682
87
$228K 0.04%
3,821
-661
88
$228K 0.04%
2,083
+142
89
$223K 0.04%
2,278
-663
90
$214K 0.04%
461
91
$212K 0.04%
1,354
-304
92
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-239
93
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94
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-2
95
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-449
96
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-400
97
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-28
98
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-264
99
– –
-1
100
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2 3
4
5 6