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
$635M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.41M
3
+$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.07M

Top Sells

1
+$258K
2
+$228K
3
+$208K
4
NKE icon
Nike
NKE
+$149K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$131K

Sector Composition

1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.05%
3,267
-105
77
$278K 0.04%
2,083
78
$270K 0.04%
3,895
-1,600
79
$268K 0.04%
2,419
-924
80
$268K 0.04%
1,683
+2
81
$264K 0.04%
652
-7
82
$253K 0.04%
651
-48
83
$244K 0.04%
1,374
+20
84
$243K 0.04%
2,445
-160
85
$238K 0.04%
+322
86
$236K 0.04%
+1,760
87
$234K 0.04%
+311
88
$232K 0.04%
4,919
89
$231K 0.04%
461
90
$228K 0.04%
995
91
$224K 0.04%
+3,013
92
$224K 0.04%
2,032
-565
93
$217K 0.03%
2,366
+88
94
$215K 0.03%
+389
95
$214K 0.03%
+1,464
96
$204K 0.03%
1,046
-234
97
– –
-3,821
98
– –
-1,813
1 2 3
4