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
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.5M
3
+$3.93M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.75M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.35M

Top Sells

1
+$1.51M
2
+$1.47M
3
+$1.27M
4
AMD icon
Advanced Micro Devices
AMD
+$1.19M
5
CTRA icon
Coterra Energy
CTRA
+$1.01M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.26%
12,997
-754
77
$1.02M 0.26%
16,214
+223
78
$1.01M 0.26%
32,483
-1,358
79
$991K 0.25%
8,958
-1,444
80
$971K 0.25%
29,491
-14,449
81
$966K 0.25%
42,240
-6,831
82
$960K 0.24%
15,652
-1,035
83
$943K 0.24%
15,639
-1,866
84
$901K 0.23%
15,163
-564
85
$898K 0.23%
4,655
-153
86
$887K 0.23%
13,195
+8,636
87
$865K 0.22%
4,550
-319
88
$854K 0.22%
11,482
-1,070
89
$850K 0.22%
17,792
-1,175
90
$838K 0.21%
18,790
-740
91
$818K 0.21%
13,288
-3,433
92
$791K 0.2%
31,863
-1,002
93
$786K 0.2%
+4,286
94
$729K 0.19%
+3,616
95
$664K 0.17%
+4,096
96
$582K 0.15%
2,616
-765
97
$538K 0.14%
5,220
98
$480K 0.12%
8,684
-150
99
$473K 0.12%
3,060
+40
100
$430K 0.11%
13,530
-193
2 3
4
5 6