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
276
$2K ﹤0.01%
83
277
$2K ﹤0.01%
96
278
$2K ﹤0.01%
81
279
$2K ﹤0.01%
7
+3
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36
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53
282
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186
283
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10
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+44
285
$2K ﹤0.01%
83
286
$2K ﹤0.01%
44
287
$1K ﹤0.01%
12
-13,826
288
$1K ﹤0.01%
9
289
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20
290
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86
291
$1K ﹤0.01%
+18
292
$1K ﹤0.01%
44
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15
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$1K ﹤0.01%
11
-955
295
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50
296
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15
297
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+32
298
$1K ﹤0.01%
21
299
– –
-35
300
– –
-25
10 11
12
13 14