HI
Human Investing Portfolio holdings
AUM
$635M
1-Year Return
12.12%
This Quarter Return
+5.4%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$411M
AUM Growth
+$18.2M
(+4.6%)
Cap. Flow
-$1.06M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
59.7%
Holding
311
New
6
Increased
38
Reduced
58
Closed
206
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$83.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.19M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.11M |
| 4 |
Nucor
NUE
|
+$1.06M |
| 5 |
OneMain Financial
OMF
|
+$1.01M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$77M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$3.67M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$1.16M |
| 4 |
EGOV
NIC Inc
EGOV
|
+$1.15M |
| 5 |
Applied Materials
AMAT
|
+$1.07M |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Healthcare | 4.89% |
| 3 | Consumer Discretionary | 3.5% |
| 4 | Consumer Staples | 2.96% |
| 5 | Financials | 2.14% |
