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
276
$10K ﹤0.01%
91
277
$9K ﹤0.01%
220
278
$9K ﹤0.01%
55
279
$9K ﹤0.01%
98
280
$9K ﹤0.01%
166
281
$9K ﹤0.01%
+200
282
$9K ﹤0.01%
+544
283
$9K ﹤0.01%
221
-38,040
284
$8K ﹤0.01%
15
285
$8K ﹤0.01%
113
286
$8K ﹤0.01%
103
287
$7K ﹤0.01%
44
288
$7K ﹤0.01%
140
289
$7K ﹤0.01%
192
290
$7K ﹤0.01%
1,516
291
$7K ﹤0.01%
120
-668
292
$6K ﹤0.01%
200
-1,297
293
$6K ﹤0.01%
132
-634
294
$6K ﹤0.01%
61
295
$6K ﹤0.01%
85
296
$6K ﹤0.01%
577
-267
297
$6K ﹤0.01%
102
-569
298
$6K ﹤0.01%
+2,000
299
$6K ﹤0.01%
76
300
$6K ﹤0.01%
100
10 11
12
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