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
$438M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.42M
3
+$1.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.09M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.06M

Top Sells

1
+$526K
2
+$487K
3
+$459K
4
MRK icon
Merck
MRK
+$433K
5
ABBV icon
AbbVie
ABBV
+$428K

Sector Composition

1 Technology 4.39%
2 Healthcare 2.78%
3 Consumer Discretionary 2.44%
4 Consumer Staples 1%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.07%
1,303
-141
77
$321K 0.07%
1,228
+11
78
$319K 0.07%
9,049
-2,172
79
$310K 0.07%
6,295
+618
80
$288K 0.07%
4,715
81
$286K 0.07%
8,444
+572
82
$266K 0.06%
7,113
-341
83
$262K 0.06%
2,279
-529
84
$260K 0.06%
7,514
-3,371
85
$253K 0.06%
1,418
86
$248K 0.06%
6,964
-935
87
$244K 0.06%
90
-15
88
$240K 0.05%
3,797
-535
89
$236K 0.05%
7,135
+14
90
$228K 0.05%
+1,784
91
$228K 0.05%
+1,502
92
$228K 0.05%
5,616
-1,740
93
$225K 0.05%
10,760
94
$217K 0.05%
+2,092
95
$214K 0.05%
+1,796
96
$212K 0.05%
+1,978
97
$208K 0.05%
+1,722
98
$208K 0.05%
+1,912
99
$204K 0.05%
+8,634
100
– –
-994
1 2 3
4
5