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

Top Buys

1
+$2.19M
2
+$2.1M
3
+$2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.85M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.83M

Top Sells

1
+$2.18M
2
+$1.71M
3
+$974K
4
ALGN icon
Align Technology
ALGN
+$934K
5
BT
BT Group plc (ADR)
BT
+$896K

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%
1
377
$0 ﹤0.01%
7
378
$0 ﹤0.01%
3
-11
379
$0 ﹤0.01%
800
380
$0 ﹤0.01%
6
381
$0 ﹤0.01%
8
382
– –
0
383
– –
-13,502
384
– –
-2,326
385
$0 ﹤0.01%
24
386
– –
-7,053
387
– –
0
388
$0 ﹤0.01%
100
389
– –
-70,182
390
– –
-27
391
$0 ﹤0.01%
3
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