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
201
$52K 0.02%
+238
202
$52K 0.02%
+395
203
$52K 0.02%
+2,207
204
$52K 0.02%
+1,686
205
$51K 0.02%
+4,097
206
$50K 0.02%
+1,326
207
$48K 0.02%
+348
208
$46K 0.02%
+348
209
$41K 0.02%
+400
210
$40K 0.02%
+1,357
211
$38K 0.02%
+3,040
212
$37K 0.02%
+1,773
213
$37K 0.02%
+844
214
$36K 0.02%
+324
215
$33K 0.01%
+3,847
216
$33K 0.01%
+222
217
$33K 0.01%
+1,960
218
$32K 0.01%
+339
219
$31K 0.01%
+200
220
$31K 0.01%
+490
221
$30K 0.01%
+516
222
$28K 0.01%
+339
223
$27K 0.01%
+560
224
$27K 0.01%
+300
225
$26K 0.01%
+504
7 8
9
10 11