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
$282M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.02M
3
+$2.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Top Sells

1
+$2.13M
2
+$1.55M
3
+$934K
4
BT
BT Group plc (ADR)
BT
+$896K
5
KAR icon
Openlane
KAR
+$861K

Sector Composition

1 Healthcare 10.21%
2 Consumer Discretionary 9.22%
3 Technology 8.92%
4 Financials 6.44%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
685
227
$30K 0.01%
565
228
$30K 0.01%
105
229
$30K 0.01%
1,520
230
$26K 0.01%
504
231
$25K 0.01%
288
-50
232
$24K 0.01%
203
233
$24K 0.01%
+220
234
$24K 0.01%
565
-114
235
$23K 0.01%
520
-80
236
$22K 0.01%
1,509
237
$22K 0.01%
417
238
$22K 0.01%
378
239
$22K 0.01%
82
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240
$21K 0.01%
78
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241
$20K 0.01%
638
242
$20K 0.01%
419
243
$19K 0.01%
131
244
$19K 0.01%
108
245
$19K 0.01%
422
246
$18K 0.01%
827
247
$18K 0.01%
334
248
$18K 0.01%
292
249
$18K 0.01%
202
250
$17K 0.01%
1,100
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10
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