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
101
$173K 0.06%
345
-25
102
$170K 0.06%
470
-125
103
$169K 0.06%
1,131
-1,140
104
$157K 0.05%
2,639
-771
105
$157K 0.05%
1,132
-346
106
$152K 0.05%
450
-3,171
107
$150K 0.05%
2,876
+145
108
$145K 0.05%
1,231
109
$144K 0.05%
5,981
+203
110
$143K 0.05%
457
+4
111
$132K 0.04%
2,411
112
$131K 0.04%
1,513
+594
113
$130K 0.04%
1,732
114
$122K 0.04%
430
115
$120K 0.04%
2,593
-266
116
$120K 0.04%
685
-61
117
$117K 0.04%
1,961
+61
118
$116K 0.04%
1,200
+1
119
$113K 0.04%
96
120
$113K 0.04%
516
-56
121
$113K 0.04%
810
-13
122
$113K 0.04%
576
-6
123
$111K 0.04%
529
-180
124
$101K 0.03%
679
-9
125
$101K 0.03%
877
+33
3 4
5
6 7