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
301
$1K ﹤0.01%
44
302
$1K ﹤0.01%
10
303
$1K ﹤0.01%
375
304
$1K ﹤0.01%
+10
305
$1K ﹤0.01%
50
306
$1K ﹤0.01%
83
307
$1K ﹤0.01%
96
308
$1K ﹤0.01%
21
309
– –
-24
310
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-1
311
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-400
312
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-10,597
313
– –
-73,427
314
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-150,188
315
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-14,350
316
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-712
317
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-6,025
318
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-4
319
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320
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-3
321
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-175
322
$0 ﹤0.01%
1
323
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-3
324
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-10,066
325
– –
-363
11 12
13
14 15