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
351
– –
-4
352
$0 ﹤0.01%
6
353
– –
-50
354
– –
-4,381
355
– –
-1
356
– –
-145
357
– –
-398
358
– –
-888
359
– –
-4,379
360
$0 ﹤0.01%
20
361
– –
-864
362
– –
-373
363
$0 ﹤0.01%
375
364
– –
-414
365
– –
-922
366
– –
-432
367
– –
-784
368
– –
-1,103
369
– –
-391
370
– –
-843
371
– –
-4,481
372
$0 ﹤0.01%
5
373
– –
-1,354
374
$0 ﹤0.01%
4
375
$0 ﹤0.01%
3
-14
12 13 14
15
16