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
26
$2.32M 0.82%
38,442
-1,159
27
$2.31M 0.82%
11,282
-787
28
$2.29M 0.81%
15,337
-207
29
$2.29M 0.81%
52,422
+50,534
30
$2.25M 0.8%
137,648
-2,850
31
$2.18M 0.77%
28,646
-157
32
$2.17M 0.77%
25,207
-6,822
33
$2.16M 0.77%
16,714
-1,077
34
$2.15M 0.76%
31,183
-79
35
$2.13M 0.75%
13,100
-192
36
$2.11M 0.75%
102,025
-36,778
37
$2.08M 0.74%
20,123
+19,499
38
$2.02M 0.72%
14,521
-663
39
$1.92M 0.68%
52,118
-154
40
$1.89M 0.67%
55,548
-1,471
41
$1.85M 0.65%
6,804
-507
42
$1.8M 0.64%
152,658
+1,728
43
$1.8M 0.64%
158,926
+28
44
$1.75M 0.62%
85,798
+31,499
45
$1.71M 0.61%
34,706
+6,270
46
$1.7M 0.6%
22,433
-209
47
$1.66M 0.59%
14,665
+1,394
48
$1.59M 0.56%
8,266
-409
49
$1.58M 0.56%
4,050
-231
50
$1.56M 0.55%
20,491
-705
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2
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