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
51
$673K 0.11%
3,000
52
$671K 0.11%
2,295
-13
53
$632K 0.1%
5,390
+2,354
54
$620K 0.1%
2,988
-126
55
$532K 0.08%
25,157
+2,246
56
$526K 0.08%
10,329
+540
57
$511K 0.08%
3,237
+596
58
$511K 0.08%
3,343
-387
59
$502K 0.08%
6,364
+2,066
60
$489K 0.08%
1,635
-13
61
$488K 0.08%
2,681
-475
62
$482K 0.08%
1,582
+32
63
$475K 0.07%
3,489
-147
64
$472K 0.07%
9,903
+31
65
$464K 0.07%
+1,658
66
$454K 0.07%
1,541
67
$431K 0.07%
17,633
-3,981
68
$395K 0.06%
21,314
-900
69
$394K 0.06%
1,801
+2
70
$374K 0.06%
4,726
-115
71
$349K 0.06%
10,636
72
$330K 0.05%
1,139
+3
73
$313K 0.05%
1,804
-112
74
$312K 0.05%
1,468
+36
75
$298K 0.05%
682
1 2
3
4