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
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$152M 26.77%
295,838
+13,052
2
$59.8M 10.52%
1,175,861
+47,843
3
$32M 5.63%
247,882
+5,377
4
$31.5M 5.55%
162,615
+4,090
5
$30.7M 5.4%
391,555
+20,204
6
$29.2M 5.14%
500,277
+20,633
7
$25.6M 4.5%
523,725
+29,558
8
$21.2M 3.73%
37,668
-441
9
$17M 2.99%
221,810
+13,148
10
$15.6M 2.75%
266,081
+14,390
11
$15.6M 2.74%
344,282
+12,628
12
$15M 2.65%
143,825
+6,687
13
$14.4M 2.53%
146,659
+11,803
14
$12.8M 2.26%
174,098
+8,407
15
$11.4M 2.01%
137,662
+3,538
16
$5.82M 1.02%
21,175
+95
17
$4.87M 0.86%
53,824
+1,810
18
$4.66M 0.82%
79,064
+6,589
19
$4.59M 0.81%
27,422
+31
20
$4.41M 0.78%
60,082
+830
21
$3.58M 0.63%
56,846
+2,916
22
$3.56M 0.63%
16,016
-164
23
$2.94M 0.52%
11,454
-97
24
$2.88M 0.51%
48,434
+2,229
25
$2.85M 0.5%
7,585
+395
1
2 3 4 5