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
251
$5K ﹤0.01%
+162
252
$5K ﹤0.01%
+61
253
$5K ﹤0.01%
+102
254
$5K ﹤0.01%
122
255
$5K ﹤0.01%
144
256
$4K ﹤0.01%
75
257
$4K ﹤0.01%
50
258
$4K ﹤0.01%
81
259
$4K ﹤0.01%
+40
260
$4K ﹤0.01%
67
-22,186
261
$4K ﹤0.01%
+95
262
$4K ﹤0.01%
76
263
$4K ﹤0.01%
35
264
$4K ﹤0.01%
122
+14
265
$4K ﹤0.01%
173
-807
266
$4K ﹤0.01%
104
267
$3K ﹤0.01%
30
-11,922
268
$3K ﹤0.01%
28
269
$3K ﹤0.01%
75
270
$3K ﹤0.01%
99
-45
271
$3K ﹤0.01%
29
272
$3K ﹤0.01%
15
273
$3K ﹤0.01%
26
274
$3K ﹤0.01%
52
-2,801
275
$3K ﹤0.01%
15
9 10
11
12 13