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
176
$80K 0.03%
+24,080
177
$78K 0.03%
+960
178
$74K 0.03%
+7,113
179
$73K 0.03%
+641
180
$73K 0.03%
+1,225
181
$72K 0.03%
+741
182
$72K 0.03%
+702
183
$70K 0.03%
+1,824
184
$70K 0.03%
+1,651
185
$69K 0.03%
+1,732
186
$69K 0.03%
+2,349
187
$68K 0.03%
+630
188
$68K 0.03%
+787
189
$68K 0.03%
+1,320
190
$68K 0.03%
+585
191
$65K 0.03%
+7,393
192
$65K 0.03%
+1,825
193
$64K 0.03%
+637
194
$62K 0.03%
+515
195
$61K 0.03%
+400
196
$60K 0.03%
+35,221
197
$59K 0.02%
+1,958
198
$56K 0.02%
+735
199
$54K 0.02%
+4,004
200
$53K 0.02%
+478
6 7
8
9 10