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
$274M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.7M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.11M
5
MCO icon
Moody's
MCO
+$1.04M

Top Sells

1
+$3.34M
2
+$1.51M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
PGR icon
Progressive
PGR
+$1.14M

Sector Composition

1 Consumer Discretionary 10.8%
2 Healthcare 10.63%
3 Technology 9.17%
4 Financials 5.98%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
7
327
$2K ﹤0.01%
26
328
$2K ﹤0.01%
83
329
$1K ﹤0.01%
59
330
$1K ﹤0.01%
9
331
$1K ﹤0.01%
10
-10
332
$1K ﹤0.01%
50
333
$1K ﹤0.01%
+14
334
$1K ﹤0.01%
10
335
$1K ﹤0.01%
+17
336
$1K ﹤0.01%
13
337
$1K ﹤0.01%
1
338
$1K ﹤0.01%
14
339
$1K ﹤0.01%
27
340
$0 ﹤0.01%
3
341
$0 ﹤0.01%
+20
342
– –
-1,062
343
– –
-1,633
344
$0 ﹤0.01%
+4
345
$0 ﹤0.01%
6
346
– –
-6,202
347
$0 ﹤0.01%
1
-2
348
– –
-560
349
$0 ﹤0.01%
375
350
– –
-10
12 13
14
15 16