HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
-5.74%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$392M
AUM Growth
-$21.6M
(-5.2%)
Cap. Flow
+$2.83M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
65.32%
Holding
125
New
9
Increased
34
Reduced
61
Closed
18
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.25M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$4.2M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$2.48M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.47M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.23M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$6.52M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.43M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$4.42M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.86M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.24M |
Sector Composition
| 1 | Technology | 5.18% |
| 2 | Healthcare | 4.11% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Consumer Staples | 1.73% |
| 5 | Energy | 0.9% |
