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
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-7
327
– –
-28
328
– –
-884
329
$0 ﹤0.01%
3
330
– –
-339
331
– –
-39
332
– –
-49
333
– –
-4,202
334
– –
-87,958
335
– –
-7,388
336
– –
-118
337
– –
-6
338
– –
-7,115
339
– –
-4
340
– –
-6
341
– –
-33
342
– –
-7
343
– –
-4
344
– –
-16
345
– –
-7
346
– –
-631
347
– –
-96
348
– –
-91
349
– –
-60
350
– –
-6
12 13
14
15 16