HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
+9.5%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$463M
AUM Growth
+$33.8M
(+7.9%)
Cap. Flow
-$5.87M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
70.53%
Holding
101
New
6
Increased
26
Reduced
56
Closed
8
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$1.83M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.36M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$574K |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$539K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$483K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.85M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$756K |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
+$617K |
| 4 |
Pfizer
PFE
|
+$575K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$557K |
Sector Composition
| 1 | Technology | 3.88% |
| 2 | Healthcare | 2.37% |
| 3 | Consumer Discretionary | 2.25% |
| 4 | Consumer Staples | 0.6% |
| 5 | Financials | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US TIPS ETF
SCHP
$14.3B
| – | – |
-17,808
| Closed | -$450K |
|