HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
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-4,787
352
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-281
353
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354
$0 ﹤0.01%
3
355
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-999
356
$0 ﹤0.01%
14
357
$0 ﹤0.01%
1
358
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-175
359
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360
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-6
361
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-6,025
362
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363
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364
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365
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-73,427
366
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-10,597
367
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370
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371
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372
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