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
401
– –
-326
402
– –
-3,262
403
$0 ﹤0.01%
5
-1,825
404
– –
-291
405
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406
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-44
407
$0 ﹤0.01%
4
408
– –
-33
409
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-2
410
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-15
411
– –
-36
412
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-2,764
413
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-71
414
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-1
415
– –
-16
416
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-19
417
$0 ﹤0.01%
2
-1,765
418
– –
-1,738
419
– –
-1,960
420
$0 ﹤0.01%
40
421
– –
-1,660
422
– –
-31,909
423
– –
-3,575
424
– –
-34
425
– –
-24
14 15 16
17
18