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
101
$472K 0.11%
7,943
+6
102
$459K 0.11%
2,800
+200
103
$369K 0.09%
3,212
-23,724
104
$343K 0.08%
1,256
+15
105
$280K 0.07%
1,076
+20
106
$261K 0.06%
8,346
107
$257K 0.06%
4,773
-82
108
$227K 0.05%
8,895
+147
109
$218K 0.05%
+1,328
110
$211K 0.05%
2,975
-18,247
111
$208K 0.05%
+1,282
112
$208K 0.05%
+10,114
113
$201K 0.05%
+4,727
114
– –
-7,936
115
– –
-7,188
116
– –
-31,051
117
– –
-13,940
118
– –
-19,906
1 2 3 4
5