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
$419M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.86M
3
+$1.31M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.05M

Top Sells

1
+$2.85M
2
+$2.6M
3
+$2.24M
4
AMGN icon
Amgen
AMGN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.34M

Sector Composition

1 Technology 5.12%
2 Healthcare 3.8%
3 Consumer Staples 1.9%
4 Consumer Discretionary 1.67%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.8M 23.08%
221,683
+9,846
2
$36.9M 8.8%
722,822
+36,341
3
$27.9M 6.67%
345,789
+12,964
4
$23.8M 5.67%
430,710
+19,253
5
$23.3M 5.55%
411,275
+14,820
6
$22.4M 5.35%
47,027
-182
7
$15.7M 3.76%
179,731
+8,302
8
$12M 2.87%
218,900
+14,649
9
$11.7M 2.8%
113,893
+4,792
10
$11.1M 2.65%
96,977
-3,032
11
$9.26M 2.21%
124,000
+5,133
12
$8.81M 2.1%
178,101
+10,636
13
$8.1M 1.93%
47,153
+2,483
14
$7.92M 1.89%
70,629
+3,532
15
$5.65M 1.35%
64,240
+9,335
16
$5.05M 1.21%
20,932
+257
17
$4.68M 1.12%
28,082
+202
18
$4.36M 1.04%
24,527
+1,196
19
$4.09M 0.98%
30,235
-535
20
$3.97M 0.95%
64,068
+4,531
21
$3.37M 0.8%
50,122
+1,706
22
$3.29M 0.78%
38,474
+2,030
23
$2.98M 0.71%
50,548
-358
24
$2.54M 0.61%
13,478
-324
25
$2.54M 0.6%
13,867
-86
1
2 3 4 5