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
251
$6K ﹤0.01%
113
252
$6K ﹤0.01%
29
253
$6K ﹤0.01%
168
254
$5K ﹤0.01%
24
-489
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$5K ﹤0.01%
75
256
$5K ﹤0.01%
108
257
$5K ﹤0.01%
61
258
$5K ﹤0.01%
76
259
$5K ﹤0.01%
26
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$5K ﹤0.01%
15
261
$4K ﹤0.01%
+60
262
$4K ﹤0.01%
50
263
$4K ﹤0.01%
78
+1
264
$4K ﹤0.01%
112
265
$4K ﹤0.01%
35
266
$4K ﹤0.01%
20
267
$3K ﹤0.01%
20
268
$3K ﹤0.01%
32
269
$3K ﹤0.01%
75
270
$3K ﹤0.01%
28
271
$3K ﹤0.01%
46
272
$3K ﹤0.01%
+48
273
$3K ﹤0.01%
7
274
$3K ﹤0.01%
15
275
$3K ﹤0.01%
22
9 10
11
12 13