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
$419M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.86M
3
+$1.31M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M

Top Sells

1
+$2.85M
2
+$2.6M
3
+$2.24M
4
AMGN icon
Amgen
AMGN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.34M

Sector Composition

1 Technology 5.12%
2 Healthcare 3.8%
3 Consumer Staples 1.9%
4 Consumer Discretionary 1.67%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-1,076
102
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-8,895
103
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-8,346
104
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-12,229
105
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-2,175
106
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-2,347
107
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-18,495
108
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-5,993
109
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-7,943
110
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-6,847
111
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-2,975
112
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-7,406
113
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-7,434
114
– –
-6,018
115
– –
-5,554
1 2 3 4
5