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
$412M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.01M
3
+$1.19M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$719K

Top Sells

1
+$915K
2
+$674K
3
+$623K
4
FMC icon
FMC
FMC
+$530K
5
EIG icon
Employers Holdings
EIG
+$486K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.3%
3 Consumer Discretionary 2.99%
4 Consumer Staples 1.08%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.3M 22.66%
248,174
-1,792
2
$41.2M 9.99%
911,246
+6,589
3
$24M 5.82%
313,226
+4,409
4
$22.3M 5.41%
211,261
+21,923
5
$22.3M 5.41%
144,647
+13,079
6
$20.4M 4.96%
408,260
+12,045
7
$19.2M 4.65%
391,925
-5,467
8
$15.9M 3.86%
38,713
-335
9
$13.4M 3.25%
174,412
+1,438
10
$11.5M 2.8%
197,003
-279
11
$10.8M 2.62%
111,657
+12,273
12
$10.2M 2.49%
253,451
+17,792
13
$9.19M 2.23%
148,303
+9,000
14
$9.12M 2.21%
123,796
+5,417
15
$7.2M 1.75%
100,405
+4,482
16
$4.66M 1.13%
38,003
-139
17
$4.21M 1.02%
20,607
+501
18
$3.84M 0.93%
46,239
+13,747
19
$3.74M 0.91%
22,691
-18
20
$3.22M 0.78%
61,418
+2,541
21
$2.94M 0.71%
18,449
-1,404
22
$2.79M 0.68%
43,460
+1,770
23
$2.3M 0.56%
36,639
+3,172
24
$2.16M 0.52%
29,225
-429
25
$2.09M 0.51%
11,202
-40
1
2 3 4 5