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
$708M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.18M
3
+$1.81M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.33M

Top Sells

1
+$637K
2
+$543K
3
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$295K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
76
HP
HPQ
$17.8B
$336K 0.05%
15,086
-1,522
INFY icon
77
Infosys
INFY
$71.6B
$323K 0.05%
18,119
-764
ORCL icon
78
Oracle
ORCL
$491B
$315K 0.04%
1,614
-194
COF icon
79
Capital One
COF
$137B
$301K 0.04%
1,242
-228
SCHF icon
80
Schwab International Equity ETF
SCHF
$58.5B
$287K 0.04%
+11,954
EMR icon
81
Emerson Electric
EMR
$82.6B
$275K 0.04%
2,071
-16
DMXF icon
82
iShares ESG Advanced MSCI EAFE ETF
DMXF
$678M
$273K 0.04%
3,634
-27
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$66.1B
$270K 0.04%
2,193
+159
TT icon
84
Trane Technologies
TT
$93.8B
$266K 0.04%
+682
TSLA icon
85
Tesla
TSLA
$1.57T
$260K 0.04%
578
+25
QQQ icon
86
Invesco QQQ Trust
QQQ
$408B
$241K 0.03%
393
-1
ZBRA icon
87
Zebra Technologies
ZBRA
$11.9B
$230K 0.03%
+948
RTX icon
88
RTX Corp
RTX
$268B
$229K 0.03%
1,249
-234
IVE icon
89
iShares S&P 500 Value ETF
IVE
$49.1B
$227K 0.03%
1,071
+29
META icon
90
Meta Platforms (Facebook)
META
$1.82T
$224K 0.03%
339
-21
SBUX icon
91
Starbucks
SBUX
$105B
$219K 0.03%
+2,596
SCHM icon
92
Schwab US Mid-Cap ETF
SCHM
$12.9B
$207K 0.03%
6,896
-293
WM icon
93
Waste Management
WM
$89.8B
$207K 0.03%
942
-55
MU icon
94
Micron Technology
MU
$465B
$206K 0.03%
+723
MCO icon
95
Moody's
MCO
$92.2B
$200K 0.03%
392
-70
DOX icon
96
Amdocs
DOX
$8.84B
– –
-2,855
GILD icon
97
Gilead Sciences
GILD
$175B
– –
-2,425
PG icon
98
Procter & Gamble
PG
$354B
– –
-1,688
URI icon
99
United Rentals
URI
$49.3B
– –
-312
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4