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
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.5M
3
+$3.93M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.75M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.35M

Top Sells

1
+$1.51M
2
+$1.47M
3
+$1.27M
4
AMD icon
Advanced Micro Devices
AMD
+$1.19M
5
CTRA icon
Coterra Energy
CTRA
+$1.01M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.66%
40,464
-2,493
27
$2.5M 0.64%
114,472
+1,991
28
$2.4M 0.61%
7,858
-685
29
$2.07M 0.53%
32,155
-1,143
30
$2.04M 0.52%
8,202
-660
31
$2.02M 0.52%
60,018
-6,254
32
$1.86M 0.48%
10,971
-672
33
$1.78M 0.45%
13,432
-1,223
34
$1.77M 0.45%
48,990
+3,280
35
$1.77M 0.45%
24,113
+342
36
$1.77M 0.45%
30,362
-428
37
$1.76M 0.45%
7,459
-1,523
38
$1.74M 0.44%
92,620
-62
39
$1.72M 0.44%
33,580
-1,942
40
$1.63M 0.41%
51,251
-5,240
41
$1.55M 0.4%
17,527
-717
42
$1.49M 0.38%
16,231
+1,542
43
$1.39M 0.35%
18,088
-1,762
44
$1.35M 0.34%
31,425
-3,397
45
$1.33M 0.34%
7,144
-1,378
46
$1.3M 0.33%
6,148
-950
47
$1.29M 0.33%
4,676
-641
48
$1.28M 0.33%
12,283
-1,003
49
$1.26M 0.32%
7,666
-441
50
$1.25M 0.32%
66,915
-6,825
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