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
151
$49K 0.02%
400
152
$48K 0.02%
247
-59
153
$47K 0.02%
207
154
$47K 0.02%
1,442
155
$46K 0.02%
297
+1
156
$43K 0.01%
271
+245
157
$42K 0.01%
200
158
$41K 0.01%
516
159
$41K 0.01%
211
-64
160
$40K 0.01%
237
+207
161
$39K 0.01%
442
162
$39K 0.01%
307
163
$37K 0.01%
428
164
$37K 0.01%
388
165
$37K 0.01%
838
+261
166
$37K 0.01%
211
+71
167
$36K 0.01%
+2,289
168
$35K 0.01%
+459
169
$35K 0.01%
398
-11
170
$35K 0.01%
+140
171
$35K 0.01%
+444
172
$35K 0.01%
+268
173
$35K 0.01%
+282
174
$34K 0.01%
+1,284
175
$34K 0.01%
412
5 6
7
8 9