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
$305M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20.5M
3
+$5.17M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M

Top Sells

1
+$23.3M
2
+$9.7M
3
+$9.25M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.71M

Sector Composition

1 Technology 9.28%
2 Healthcare 7.04%
3 Consumer Discretionary 4.97%
4 Consumer Staples 4.34%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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328
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$0 ﹤0.01%
3
330
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331
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-83,857
332
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-95
333
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$0 ﹤0.01%
1
335
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-1,545
336
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-67
337
$0 ﹤0.01%
1
338
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-125
339
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-43,175
340
– –
-6,052
341
– –
-121
10 11 12 13
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