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
$412M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$2.01M
3 +$1.19M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$719K

Top Sells

1 +$915K
2 +$674K
3 +$623K
4
FMC icon
FMC
FMC
+$530K
5
EIG icon
Employers Holdings
EIG
+$486K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.3%
3 Consumer Discretionary 2.99%
4 Consumer Staples 1.08%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,061
102
-10,679
103
-9,207
104
-2,628
105
-14,803
106
-13,707
107
-11,997