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
$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
– –
-1,005
377
– –
-519,780
378
– –
-458
379
– –
-39
380
– –
-1,225
381
– –
-21
382
– –
-20
383
– –
-11
384
– –
-22
385
$0 ﹤0.01%
+3
386
– –
-8,694
387
– –
-16
388
– –
-7
389
– –
-34
390
– –
-10
391
– –
-24
392
– –
-64
393
$0 ﹤0.01%
8
-4,570
394
$0 ﹤0.01%
20
395
– –
-20
396
$0 ﹤0.01%
375
397
– –
-26
398
$0 ﹤0.01%
+3
399
– –
-3,760
400
– –
-50,805
14 15
16
17 18