HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
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
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
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
401
– –
-39
402
– –
-12
403
– –
-4,300
404
– –
-16
405
– –
-7
406
– –
-24
407
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-34
408
– –
-10
409
– –
-24
410
– –
-64
411
$0 ﹤0.01%
8
-4,570
412
$0 ﹤0.01%
20
413
– –
-20
414
$0 ﹤0.01%
375
415
– –
-26
416
$0 ﹤0.01%
+3
417
– –
-3,760
418
– –
-50,805
419
– –
-326
420
– –
-3,262
421
$0 ﹤0.01%
4
422
– –
-1,738
423
– –
-1,960
424
$0 ﹤0.01%
40
425
– –
-1,660
14 15 16
17
18