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
176
$34K 0.01%
239
-34
177
$34K 0.01%
+77
178
$32K 0.01%
183
+86
179
$31K 0.01%
87
-22
180
$31K 0.01%
138
181
$31K 0.01%
+167
182
$31K 0.01%
1,422
+710
183
$31K 0.01%
188
184
$29K 0.01%
177
185
$27K 0.01%
565
186
$27K 0.01%
261
187
$26K 0.01%
108
188
$26K 0.01%
320
189
$25K 0.01%
537
-16,931
190
$25K 0.01%
75
191
$23K 0.01%
1,680
-1,240
192
$21K 0.01%
996
193
$21K 0.01%
65
-13
194
$21K 0.01%
203
195
$20K 0.01%
192
196
$20K 0.01%
772
-204
197
$19K 0.01%
334
198
$18K 0.01%
251
199
$17K 0.01%
106
-20
200
$17K 0.01%
116
6 7
8
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