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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.95M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

1
+$1.38M
2
+$710K
3
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.1%
27,195
+245
52
$662K 0.1%
3,568
+225
53
$658K 0.1%
2,587
-253
54
$623K 0.09%
3,339
+102
55
$595K 0.09%
4,695
-366
56
$588K 0.09%
11,419
+1,516
57
$562K 0.08%
1,582
58
$542K 0.08%
2,949
-39
59
$534K 0.08%
6,703
+339
60
$530K 0.08%
24,585
-572
61
$528K 0.08%
7,184
+552
62
$527K 0.08%
2,165
+791
63
$508K 0.08%
1,808
+7
64
$464K 0.07%
3,461
-28
65
$452K 0.07%
16,608
-1,025
66
$451K 0.07%
10,636
67
$425K 0.06%
1,508
-33
68
$420K 0.06%
2,588
-93
69
$378K 0.06%
1,198
+59
70
$363K 0.05%
1,853
+49
71
$352K 0.05%
1,429
-206
72
$337K 0.05%
4,923
+1,028
73
$336K 0.05%
4,004
-722
74
$322K 0.05%
675
+24
75
$313K 0.05%
1,470
+2
1 2
3
4