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
$635M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.41M
3
+$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.07M

Top Sells

1
+$258K
2
+$228K
3
+$208K
4
NKE icon
Nike
NKE
+$149K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$131K

Sector Composition

1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.38%
13,031
-42
27
$2.15M 0.34%
31,072
+1,310
28
$2.04M 0.32%
37,150
-3,797
29
$1.81M 0.29%
2,325
+2
30
$1.72M 0.27%
24,211
-2,099
31
$1.6M 0.25%
65,107
+4,873
32
$1.46M 0.23%
2
33
$1.42M 0.22%
20,522
-1,376
34
$1.38M 0.22%
12,973
-306
35
$1.24M 0.2%
4,447
+103
36
$1.09M 0.17%
2,981
-60
37
$1.06M 0.17%
7,858
-674
38
$1.04M 0.16%
21,201
-2,641
39
$972K 0.15%
5,516
+129
40
$947K 0.15%
14,807
+4,427
41
$943K 0.15%
13,554
+241
42
$938K 0.15%
12,346
+3,684
43
$838K 0.13%
1,725
+37
44
$831K 0.13%
3,789
+193
45
$824K 0.13%
9,871
+838
46
$750K 0.12%
9,940
+581
47
$736K 0.12%
5,061
-625
48
$698K 0.11%
11,631
+1,598
49
$687K 0.11%
4,314
+95
50
$673K 0.11%
2,840
+976
1
2
3 4