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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K ﹤0.01%
+375
227
$9K ﹤0.01%
385
228
$9K ﹤0.01%
+56
229
$9K ﹤0.01%
225
230
$9K ﹤0.01%
79
+3
231
$9K ﹤0.01%
1,644
232
$9K ﹤0.01%
51
+3
233
$8K ﹤0.01%
75
-317
234
$8K ﹤0.01%
36
235
$8K ﹤0.01%
98
236
$8K ﹤0.01%
220
237
$7K ﹤0.01%
237
238
$7K ﹤0.01%
136
239
$7K ﹤0.01%
401
240
$7K ﹤0.01%
147
-36,336
241
$7K ﹤0.01%
170
242
$7K ﹤0.01%
61
243
$6K ﹤0.01%
159
+144
244
$6K ﹤0.01%
+168
245
$6K ﹤0.01%
113
246
$6K ﹤0.01%
+216
247
$6K ﹤0.01%
603
+9
248
$6K ﹤0.01%
+1,459
249
$5K ﹤0.01%
30
250
$5K ﹤0.01%
103
8 9
10
11 12