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

Top Buys

1
+$2.19M
2
+$2.1M
3
+$2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.85M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.83M

Top Sells

1
+$2.18M
2
+$1.71M
3
+$974K
4
ALGN icon
Align Technology
ALGN
+$934K
5
BT
BT Group plc (ADR)
BT
+$896K

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
251
$16K 0.01%
723
+583
252
$15K 0.01%
74
-20
253
$15K 0.01%
1,049
254
$14K 0.01%
1,100
255
$14K 0.01%
75
256
$14K 0.01%
363
257
$14K 0.01%
+483
258
$13K ﹤0.01%
119
259
$13K ﹤0.01%
+2,008
260
$13K ﹤0.01%
+730
261
$13K ﹤0.01%
225
262
$13K ﹤0.01%
113
263
$12K ﹤0.01%
3,110
-15,176
264
$12K ﹤0.01%
1,644
265
$12K ﹤0.01%
41
266
$12K ﹤0.01%
322
-2,032
267
$11K ﹤0.01%
400
-1
268
$11K ﹤0.01%
94
269
$11K ﹤0.01%
712
270
$11K ﹤0.01%
156
271
$11K ﹤0.01%
385
272
$10K ﹤0.01%
44
273
$10K ﹤0.01%
259
274
$10K ﹤0.01%
+518
275
$10K ﹤0.01%
+800
9 10
11
12 13