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
201
$17K 0.01%
422
202
$16K 0.01%
600
203
$16K 0.01%
518
204
$16K 0.01%
241
205
$16K 0.01%
166
206
$16K 0.01%
15
207
$16K 0.01%
461
208
$15K ﹤0.01%
44
209
$15K ﹤0.01%
268
-112
210
$15K ﹤0.01%
94
211
$15K ﹤0.01%
820
-5,170
212
$14K ﹤0.01%
119
213
$14K ﹤0.01%
472
-134
214
$14K ﹤0.01%
+382
215
$14K ﹤0.01%
208
216
$13K ﹤0.01%
324
217
$13K ﹤0.01%
113
218
$13K ﹤0.01%
500
-16
219
$12K ﹤0.01%
1,100
220
$12K ﹤0.01%
41
221
$12K ﹤0.01%
375
222
$11K ﹤0.01%
334
223
$11K ﹤0.01%
91
224
$11K ﹤0.01%
385
225
$11K ﹤0.01%
+24
7 8
9
10 11