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
326
$0 ﹤0.01%
3
327
– –
-182
328
$0 ﹤0.01%
50
-100
329
– –
-307
330
$0 ﹤0.01%
1
331
– –
-77
332
$0 ﹤0.01%
1
333
– –
-297
334
– –
-2,025
335
– –
-670
336
– –
-4,889
337
– –
-18,549
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