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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.32M
3
+$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.66M

Top Sells

1
+$2.23M
2
+$2.17M
3
+$1.64M
4
LLY icon
Eli Lilly
LLY
+$1.57M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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-8,694
377
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-312
378
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379
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-4,300
380
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381
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-7
382
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-24
383
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384
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385
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386
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-64
387
$0 ﹤0.01%
8
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388
$0 ﹤0.01%
20
389
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390
$0 ﹤0.01%
375
391
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392
$0 ﹤0.01%
+3
393
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-3,760
394
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395
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396
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397
$0 ﹤0.01%
5
-1,825
398
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399
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400
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-44
14 15
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