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
51
$1.52M 0.54%
37,140
-455
52
$1.5M 0.53%
10,563
-867
53
$1.49M 0.53%
86,986
+3,769
54
$1.45M 0.52%
11,670
-769
55
$1.45M 0.51%
127,644
-6,018
56
$1.45M 0.51%
10,400
-825
57
$1.44M 0.51%
12,011
-233
58
$1.43M 0.5%
25,440
-420
59
$1.41M 0.5%
16,861
-617
60
$1.38M 0.49%
86,788
+3,562
61
$1.38M 0.49%
16,615
-1,340
62
$1.38M 0.49%
25,564
-496
63
$1.36M 0.48%
22,706
-632
64
$1.36M 0.48%
16,951
-911
65
$1.36M 0.48%
12,152
-216
66
$1.35M 0.48%
20,464
-1,195
67
$1.35M 0.48%
80,400
-4,800
68
$1.29M 0.46%
17,497
-1,310
69
$1.24M 0.44%
24,375
+409
70
$1.22M 0.43%
8,038
-669
71
$1.15M 0.41%
20,916
-688
72
$1.15M 0.41%
21,532
-514
73
$1.12M 0.4%
47,302
+392
74
$1.12M 0.4%
1,585
-86
75
$1.09M 0.39%
16,309
-97
1 2
3
4 5