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
$282M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.02M
3
+$2.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Top Sells

1
+$2.13M
2
+$1.55M
3
+$934K
4
BT
BT Group plc (ADR)
BT
+$896K
5
OPLN
Openlane
OPLN
+$861K

Sector Composition

1 Healthcare 10.21%
2 Consumer Discretionary 9.22%
3 Technology 8.92%
4 Financials 6.44%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
20
327
$3K ﹤0.01%
22
328
$3K ﹤0.01%
500
329
$2K ﹤0.01%
7
330
$2K ﹤0.01%
75
-348
331
$2K ﹤0.01%
8
+1
332
$2K ﹤0.01%
83
333
$2K ﹤0.01%
20
334
$1K ﹤0.01%
59
335
$1K ﹤0.01%
17
+4
336
$1K ﹤0.01%
6
-8
337
$1K ﹤0.01%
81
338
$1K ﹤0.01%
10
339
$1K ﹤0.01%
14
340
$1K ﹤0.01%
10
341
$1K ﹤0.01%
13
342
– –
-50
343
– –
-1,806
344
$0 ﹤0.01%
+3
345
– –
-3,412
346
– –
-1,402
347
$0 ﹤0.01%
9
348
$0 ﹤0.01%
3
349
$0 ﹤0.01%
20
350
– –
-3,020
12 13
14
15 16