HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$19.8M
3
+$11.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.16M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Consumer Discretionary 10.4%
3 Technology 9.93%
4 Consumer Staples 6.25%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$136K 0.06%
+4,578
127
$134K 0.06%
+3,292
128
$132K 0.06%
+2,311
129
$128K 0.05%
+3,637
130
$128K 0.05%
+4,540
131
$126K 0.05%
+1,965
132
$125K 0.05%
+1,830
133
$125K 0.05%
+1,397
134
$124K 0.05%
+943
135
$124K 0.05%
+979
136
$122K 0.05%
+5,676
137
$122K 0.05%
+1,924
138
$117K 0.05%
+4,621
139
$115K 0.05%
+1,001
140
$114K 0.05%
+2,764
141
$111K 0.05%
+1,724
142
$111K 0.05%
+955
143
$110K 0.05%
+801
144
$109K 0.05%
+4,202
145
$108K 0.05%
+4,890
146
$106K 0.04%
+2,670
147
$105K 0.04%
+4,770
148
$105K 0.04%
+1,525
149
$104K 0.04%
+613
150
$101K 0.04%
+335
4 5
6
7 8