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
+$2.19M
2
+$2.1M
3
+$2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.85M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.83M

Top Sells

1
+$2.18M
2
+$1.71M
3
+$974K
4
ALGN icon
Align Technology
ALGN
+$934K
5
BT
BT Group plc (ADR)
BT
+$896K

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
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-1,103
352
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-391
353
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-843
354
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355
$0 ﹤0.01%
5
356
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357
$0 ﹤0.01%
4
358
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3
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359
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50
360
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1
361
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362
$0 ﹤0.01%
3
-11
363
– –
-1,806
364
$0 ﹤0.01%
+3
365
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366
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367
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368
$0 ﹤0.01%
9
369
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3
370
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20
371
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372
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373
$0 ﹤0.01%
6
374
– –
-50
375
– –
-4,381
12 13 14
15
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