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
$282M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.02M
3
+$2.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Top Sells

1
+$2.13M
2
+$1.55M
3
+$934K
4
BT
BT Group plc (ADR)
BT
+$896K
5
KAR icon
Openlane
KAR
+$861K

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
301
$6K ﹤0.01%
100
302
$5K ﹤0.01%
122
303
$5K ﹤0.01%
75
-348
304
$5K ﹤0.01%
123
-191
305
$5K ﹤0.01%
300
306
$5K ﹤0.01%
117
307
$5K ﹤0.01%
221
-38,040
308
$5K ﹤0.01%
425
309
$5K ﹤0.01%
136
310
$4K ﹤0.01%
50
311
$4K ﹤0.01%
100
-1,735
312
$4K ﹤0.01%
75
-348
313
$4K ﹤0.01%
190
-11,144
314
$4K ﹤0.01%
94
315
$4K ﹤0.01%
35
316
$4K ﹤0.01%
7
317
$4K ﹤0.01%
211
318
$4K ﹤0.01%
15
319
$3K ﹤0.01%
33
320
$3K ﹤0.01%
28
321
$3K ﹤0.01%
228
322
$3K ﹤0.01%
112
323
$3K ﹤0.01%
108
324
$3K ﹤0.01%
90
325
$3K ﹤0.01%
60
11 12
13
14 15