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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.95M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

1
+$1.38M
2
+$710K
3
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.05%
18,883
-2,431
77
$298K 0.04%
312
+1
78
$277K 0.04%
3,661
+648
79
$274K 0.04%
2,087
+4
80
$269K 0.04%
2,425
+6
81
$265K 0.04%
360
+38
82
$259K 0.04%
1,688
+5
83
$248K 0.04%
1,483
+19
84
$246K 0.04%
+553
85
$246K 0.04%
2,034
+2
86
$237K 0.03%
394
+5
87
$234K 0.03%
2,855
-412
88
$220K 0.03%
997
+2
89
$220K 0.03%
462
+1
90
$215K 0.03%
1,042
-4
91
$213K 0.03%
+7,189
92
– –
-2,445
93
– –
-4,919
94
– –
-1,760
95
– –
-2,366
96
– –
-10,329
97
– –
-652
98
– –
-682
1 2 3
4