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
$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
– –
-80,458
310
– –
-48
311
– –
-6,025
312
– –
-3
313
– –
-10,066
314
– –
-363
315
– –
-28,590
316
$0 ﹤0.01%
20
317
– –
-132
318
– –
-55
319
– –
-184,501
320
– –
-4,049
321
– –
-650
322
– –
-456
323
– –
-1,520
324
– –
-809
325
– –
-3,556
11 12
13
14 15