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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$956K 0.34%
7,327
-167
77
$945K 0.33%
97,778
-2,451
78
$941K 0.33%
18,449
-215
79
$917K 0.32%
13,960
+993
80
$912K 0.32%
17,468
-2,266
81
$902K 0.32%
17,146
-1,811
82
$896K 0.32%
19,214
+17,010
83
$868K 0.31%
15,915
+852
84
$829K 0.29%
6,052
-903
85
$809K 0.29%
+5,471
86
$693K 0.24%
+10,329
87
$683K 0.24%
+13,349
88
$505K 0.18%
30,916
-6,180
89
$428K 0.15%
3,100
-20
90
$380K 0.13%
5,360
+200
91
$357K 0.13%
4,965
-1,410
92
$339K 0.12%
13,923
-1,349
93
$292K 0.1%
7,937
94
$287K 0.1%
2,271
+1,010
95
$235K 0.08%
6,056
+3,047
96
$222K 0.08%
1,241
97
$218K 0.08%
17,808
+468
98
$206K 0.07%
3,410
-22
99
$200K 0.07%
1,044
+930
100
$196K 0.07%
595
+108
2 3
4
5 6