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
$282M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.02M
3
+$2.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Top Sells

1
+$2.13M
2
+$1.55M
3
+$934K
4
BT
BT Group plc (ADR)
BT
+$896K
5
KAR icon
Openlane
KAR
+$861K

Sector Composition

1 Healthcare 10.21%
2 Consumer Discretionary 9.22%
3 Technology 8.92%
4 Financials 6.44%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$0 ﹤0.01%
6
377
$0 ﹤0.01%
4
378
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0
379
– –
-13,502
380
– –
-7,053
381
– –
0
382
$0 ﹤0.01%
100
383
– –
-70,182
384
– –
-27
385
– –
-2,326
386
$0 ﹤0.01%
24
387
– –
-1,806
388
$0 ﹤0.01%
+3
389
– –
-3,412
390
– –
-50
391
– –
-1,402
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