HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.5M
3
+$3.93M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.75M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.35M

Top Sells

1
+$1.51M
2
+$1.47M
3
+$1.27M
4
AMD icon
Advanced Micro Devices
AMD
+$1.19M
5
CTRA icon
Coterra Energy
CTRA
+$1.01M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
398
227
$12K ﹤0.01%
90
+80
228
$12K ﹤0.01%
94
229
$11K ﹤0.01%
155
230
$11K ﹤0.01%
446
231
$11K ﹤0.01%
82
232
$11K ﹤0.01%
91
233
$10K ﹤0.01%
144
234
$10K ﹤0.01%
+141
235
$10K ﹤0.01%
36
236
$10K ﹤0.01%
113
237
$9K ﹤0.01%
+213
238
$9K ﹤0.01%
220
239
$9K ﹤0.01%
170
240
$9K ﹤0.01%
98
241
$7K ﹤0.01%
162
242
$7K ﹤0.01%
627
+7
243
$7K ﹤0.01%
104
244
$7K ﹤0.01%
143
245
$7K ﹤0.01%
+29
246
$7K ﹤0.01%
375
247
$7K ﹤0.01%
85
248
$6K ﹤0.01%
81
249
$6K ﹤0.01%
122
250
$6K ﹤0.01%
179
8 9
10
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