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
276
$3K ﹤0.01%
+125
277
$3K ﹤0.01%
22
278
$3K ﹤0.01%
83
-2,236
279
$2K ﹤0.01%
9
280
$2K ﹤0.01%
32
-25,898
281
$2K ﹤0.01%
36
282
$2K ﹤0.01%
75
283
$2K ﹤0.01%
367
+162
284
$2K ﹤0.01%
+82
285
$2K ﹤0.01%
+190
286
$2K ﹤0.01%
7
287
$2K ﹤0.01%
211
288
$2K ﹤0.01%
+121
289
$2K ﹤0.01%
44
290
$2K ﹤0.01%
35
291
$2K ﹤0.01%
20
292
$1K ﹤0.01%
9
293
$1K ﹤0.01%
73
-2,316
294
$1K ﹤0.01%
44
295
$1K ﹤0.01%
81
296
$1K ﹤0.01%
4
297
$1K ﹤0.01%
53
-47,600
298
$1K ﹤0.01%
186
299
$1K ﹤0.01%
86
300
$1K ﹤0.01%
10
10 11
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13 14