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

Top Buys

1
+$7.06M
2
+$2.42M
3
+$1.57M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$260K
5
UPS icon
United Parcel Service
UPS
+$257K

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
226
– –
-478
227
– –
-239
228
– –
-7
229
– –
-1,193
230
– –
-16,945
231
– –
-650
232
– –
-57
233
– –
-370
234
– –
-124
235
– –
-684
236
– –
-217
237
– –
-421
238
– –
-312
239
– –
-329
240
– –
-648
241
– –
-32
242
– –
-50
243
– –
-4
244
– –
-1,100
245
– –
-63
246
– –
-32
247
– –
-36
248
– –
-1
249
– –
-444
250
– –
-303
8 9
10
11 12