HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
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
KAR icon
Openlane
KAR
+$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
$0 ﹤0.01%
4
352
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6
353
$0 ﹤0.01%
800
354
$0 ﹤0.01%
3
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355
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356
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357
$0 ﹤0.01%
50
358
$0 ﹤0.01%
3
-14
359
$0 ﹤0.01%
4
360
– –
-1,354
361
$0 ﹤0.01%
5
362
– –
-4,481
363
– –
-843
364
– –
-391
365
– –
-1,103
366
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-784
367
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-432
368
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-922
369
– –
-414
370
$0 ﹤0.01%
375
371
– –
-864
372
$0 ﹤0.01%
9
373
– –
-1,402
374
– –
-50
375
– –
-3,412
12 13 14
15
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