We are live on ! Find out more
HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$2.42M
3
+$1.57M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$260K
5
UPS icon
United Parcel Service
UPS
+$257K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-201
177
– –
-13
178
– –
-5
179
– –
-19
180
– –
-56
181
– –
-545
182
– –
-27
183
– –
-403
184
– –
-211
185
– –
-183
186
– –
-1,104
187
– –
-202
188
– –
-10
189
– –
-408
190
– –
-341
191
– –
-16
192
– –
-93
193
– –
-17
194
– –
-8
195
– –
-12
196
– –
-440
197
– –
-30
198
– –
-443
199
– –
-128
200
– –
-191
6 7
8
9 10