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
+$3.43M
2
+$2.32M
3
+$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.66M

Top Sells

1
+$2.23M
2
+$2.17M
3
+$1.64M
4
LLY icon
Eli Lilly
LLY
+$1.57M
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
351
– –
-60
352
– –
-6
353
– –
-16
354
– –
-89
355
– –
-13
356
– –
-27
357
– –
-49
358
– –
-38
359
– –
-4
360
– –
-22
361
– –
-61
362
– –
-20
363
– –
-13
364
– –
-89
365
– –
-3
366
– –
-7
367
– –
-5
368
– –
-13
369
$0 ﹤0.01%
6
370
– –
-45
371
– –
-20
372
– –
-1,005
373
– –
-519,780
374
– –
-458
375
– –
-15
13 14
15
16 17