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
151
$101K 0.04%
+531
152
$99K 0.04%
+291
153
$98K 0.04%
+4,699
154
$98K 0.04%
+3,096
155
$98K 0.04%
+28,696
156
$96K 0.04%
+56
157
$95K 0.04%
+570
158
$95K 0.04%
+1,767
159
$94K 0.04%
+756
160
$92K 0.04%
+1,785
161
$90K 0.04%
+3,566
162
$89K 0.04%
+1,774
163
$89K 0.04%
+1,054
164
$87K 0.04%
+2,706
165
$87K 0.04%
+1,042
166
$86K 0.04%
+7,388
167
$86K 0.04%
+4,081
168
$85K 0.04%
+2,600
169
$85K 0.04%
+3,760
170
$84K 0.04%
+1,123
171
$84K 0.04%
+1,228
172
$82K 0.03%
+617
173
$82K 0.03%
+1,195
174
$81K 0.03%
+2,871
175
$80K 0.03%
+303
5 6
7
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