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
$353M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.02M
3
+$2.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.7M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.13M

Top Sells

1
+$1.12M
2
+$1.09M
3
+$848K
4
AMZN icon
Amazon
AMZN
+$843K
5
ABBV icon
AbbVie
ABBV
+$825K

Sector Composition

1 Technology 8.18%
2 Healthcare 5.76%
3 Consumer Discretionary 4.52%
4 Consumer Staples 3.44%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-58
302
– –
-96
303
– –
-661
304
– –
-442
305
– –
-44
306
– –
-1,509
307
– –
-1,200
308
– –
-1,284
309
– –
-459
310
$0 ﹤0.01%
1
311
– –
-1,373
312
– –
-1
313
– –
-1,231
314
– –
-166
315
– –
-138
316
– –
-428
317
– –
-320
318
– –
-203
319
– –
-444
320
$0 ﹤0.01%
20
321
– –
-268
322
– –
-282
323
– –
-28
324
– –
-772
325
– –
-472
10 11 12
13
14