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
$306M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.57M
3
+$1.46M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$941K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$870K

Top Sells

1
+$1.43M
2
+$965K
3
+$954K
4
MED icon
Medifast
MED
+$592K
5
ALGT icon
Allegiant Air
ALGT
+$290K

Sector Composition

1 Healthcare 10.04%
2 Technology 9.11%
3 Consumer Discretionary 8.96%
4 Financials 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
7
352
$1K ﹤0.01%
10
353
$1K ﹤0.01%
15
+1
354
$1K ﹤0.01%
10
355
$1K ﹤0.01%
17
+14
356
$1K ﹤0.01%
+21
357
$0 ﹤0.01%
1
358
$0 ﹤0.01%
3
359
$0 ﹤0.01%
20
360
– –
-2,640
361
– –
-580
362
$0 ﹤0.01%
3
-120
363
– –
-1,129
364
– –
-1,278
365
– –
-300
366
– –
-768
367
– –
-3,212
368
– –
-131
369
– –
-6
370
– –
-482
371
– –
-2,008
372
– –
-3,510
373
– –
-3,315
374
– –
-800
375
$0 ﹤0.01%
20
13 14
15
16 17