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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.77%
17,228
-1,980
27
$2.17M 0.77%
9,873
-1,702
28
$2.15M 0.76%
11,671
+177
29
$2.02M 0.71%
163,368
-15,402
30
$1.98M 0.7%
86,422
-5,471
31
$1.93M 0.68%
22,490
+19,980
32
$1.91M 0.67%
13,546
-1,358
33
$1.89M 0.67%
9,301
+500
34
$1.89M 0.67%
34,328
-107
35
$1.83M 0.65%
+43,175
36
$1.82M 0.64%
+11,753
37
$1.78M 0.63%
77,981
+74,280
38
$1.75M 0.62%
105,503
+103,966
39
$1.7M 0.6%
+17,092
40
$1.67M 0.59%
+83,857
41
$1.65M 0.58%
13,938
+1,192
42
$1.65M 0.58%
+27,073
43
$1.65M 0.58%
+16,984
44
$1.62M 0.57%
17,736
+206
45
$1.59M 0.56%
+48,736
46
$1.58M 0.56%
+13,461
47
$1.56M 0.55%
50,243
-1,270
48
$1.47M 0.52%
37,551
-174
49
$1.44M 0.51%
23,298
+3,506
50
$1.4M 0.5%
20,044
-874
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