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
$424M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.59M
3
+$2.6M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.8M

Top Sells

1
+$4.54M
2
+$2.73M
3
+$1.29M
4
FCX icon
Freeport-McMoran
FCX
+$1.15M
5
UPS icon
United Parcel Service
UPS
+$944K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.08%
3 Consumer Discretionary 3.54%
4 Consumer Staples 2.68%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.5M 19.71%
211,837
-922
2
$34.7M 8.18%
686,481
+51,500
3
$27.3M 6.43%
332,825
+77,828
4
$23.4M 5.53%
411,457
+9,665
5
$20.9M 4.92%
396,455
+21,225
6
$20.3M 4.8%
47,209
+498
7
$15.3M 3.62%
171,429
+20,176
8
$11.2M 2.64%
204,251
+20,147
9
$11.2M 2.63%
109,101
+11,891
10
$10.9M 2.58%
100,009
+4,647
11
$8.83M 2.08%
118,867
+3,971
12
$8.38M 1.98%
167,465
+18,783
13
$6.93M 1.64%
67,097
+1,878
14
$6.86M 1.62%
44,670
+899
15
$4.59M 1.08%
+20,675
16
$4.4M 1.04%
54,905
+5,153
17
$4.05M 0.96%
27,880
-34
18
$3.68M 0.87%
59,537
+4,371
19
$3.32M 0.78%
30,770
-586
20
$3.3M 0.78%
23,331
-168
21
$3.2M 0.75%
48,416
+1,535
22
$3.18M 0.75%
36,444
+514
23
$2.85M 0.67%
58,790
-1,940
24
$2.69M 0.63%
56,068
-3,308
25
$2.65M 0.63%
13,802
-105
1
2 3 4 5