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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-1,053
352
– –
-72,706
353
– –
-404
354
$0 ﹤0.01%
15
355
$0 ﹤0.01%
20
356
– –
-178
357
– –
-1,372
358
– –
-425
359
– –
-999
360
$0 ﹤0.01%
14
361
$0 ﹤0.01%
1
362
– –
-175
363
– –
-3
364
– –
-6
365
– –
-4
366
– –
-6,025
367
– –
-712
368
– –
-14,350
369
– –
-150,188
370
– –
-73,427
371
– –
-10,597
372
– –
-400
11 12 13 14
15