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
$305M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.4M
3
+$5.14M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.32M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.62M
3
+$9.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.62M

Sector Composition

1 Technology 9.28%
2 Healthcare 7.04%
3 Consumer Discretionary 4.97%
4 Consumer Staples 4.34%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$98K 0.03%
3,480
+144
127
$98K 0.03%
1,206
-396
128
$96K 0.03%
670
-11
129
$95K 0.03%
474
130
$91K 0.03%
349
-48
131
$90K 0.03%
1,246
-67
132
$90K 0.03%
1,220
-20
133
$90K 0.03%
2,700
-840
134
$90K 0.03%
+2,025
135
$83K 0.03%
149
+84
136
$81K 0.03%
303
137
$79K 0.03%
514
-311
138
$77K 0.03%
+2,695
139
$75K 0.02%
583
+39
140
$74K 0.02%
661
-981
141
$71K 0.02%
+2,809
142
$70K 0.02%
417
143
$69K 0.02%
1,373
144
$66K 0.02%
1,293
+103
145
$66K 0.02%
+2,145
146
$64K 0.02%
585
147
$63K 0.02%
989
+2
148
$54K 0.02%
933
149
$52K 0.02%
1,060
-82
150
$49K 0.02%
6,821
-1,000
4 5
6
7 8