HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
1
$60.3M 19.79%
179,449
+67,141
2
$20.6M 6.77%
504,848
+498,792
3
$15.7M 5.16%
270,142
+74,284
4
$13.6M 4.46%
163,711
+46,595
5
$11.7M 3.83%
315,015
-259,500
6
$9.16M 3.01%
98,041
+25,799
7
$7.97M 2.62%
132,243
-386,663
8
$6.67M 2.19%
59,596
+15,574
9
$6.2M 2.04%
113,966
+26,881
10
$5.65M 1.86%
80,513
-65,720
11
$5.23M 1.72%
120,918
+118,961
12
$3.85M 1.26%
51,043
-973
13
$3.8M 1.25%
43,432
-3,657
14
$3.61M 1.18%
268,536
+105,168
15
$3.55M 1.17%
28,306
-198
16
$3.41M 1.12%
93,590
-9,110
17
$3.35M 1.1%
26,017
+12,556
18
$3.22M 1.06%
27,790
+2,310
19
$2.82M 0.93%
81,214
-7,342
20
$2.63M 0.86%
50,865
-2,208
21
$2.58M 0.85%
158,235
-7,333
22
$2.53M 0.83%
31,252
+17,371
23
$2.5M 0.82%
15,032
+4,851
24
$2.49M 0.82%
8,955
-1,624
25
$2.43M 0.8%
46,890
+2,819
1
2 3 4 5