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
76
$1.06M 0.38%
17,526
-474
77
$1.03M 0.37%
54,556
-385
78
$1.03M 0.36%
54,660
+2,442
79
$1.02M 0.36%
7,419
+36
80
$1.01M 0.36%
10,799
-546
81
$965K 0.34%
60,826
+22,185
82
$954K 0.34%
3,510
+3,197
83
$906K 0.32%
15,681
+1,455
84
$625K 0.22%
11,649
+67
85
$565K 0.2%
22,326
+1,868
86
$511K 0.18%
29,284
+2,332
87
$446K 0.16%
8,053
-104
88
$412K 0.15%
14,844
+898
89
$382K 0.14%
2,787
-689
90
$342K 0.12%
13,617
+490
91
$320K 0.11%
2,570
+52
92
$317K 0.11%
5,200
-260
93
$295K 0.1%
3,400
94
$285K 0.1%
1,372
95
$272K 0.1%
4,883
+11
96
$267K 0.09%
5,401
-589
97
$261K 0.09%
9,926
+192
98
$249K 0.09%
8,725
-930
99
$248K 0.09%
1,602
-198
100
$246K 0.09%
1,945
-210
2 3
4
5 6