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
$282M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.02M
3
+$2.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Top Sells

1
+$2.13M
2
+$1.55M
3
+$934K
4
BT
BT Group plc (ADR)
BT
+$896K
5
KAR icon
Openlane
KAR
+$861K

Sector Composition

1 Healthcare 10.21%
2 Consumer Discretionary 9.22%
3 Technology 8.92%
4 Financials 6.44%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.08%
4,017
-999
102
$216K 0.08%
3,741
+743
103
$215K 0.08%
2,295
104
$208K 0.07%
957
+373
105
$205K 0.07%
17,286
+900
106
$202K 0.07%
2,033
+12
107
$195K 0.07%
4,376
-299
108
$194K 0.07%
2,286
+611
109
$194K 0.07%
1,219
-251
110
$191K 0.07%
6,547
-120
111
$191K 0.07%
3,252
-386
112
$187K 0.07%
7,243
+1,643
113
$183K 0.06%
1,129
+821
114
$182K 0.06%
19,905
-14,452
115
$178K 0.06%
4,081
+2,298
116
$175K 0.06%
1,924
117
$173K 0.06%
1,971
+137
118
$172K 0.06%
866
+3
119
$160K 0.06%
420
-9
120
$159K 0.06%
682
+247
121
$157K 0.06%
5,541
-653
122
$157K 0.06%
2,281
-259
123
$156K 0.06%
996
-213
124
$156K 0.06%
909
125
$138K 0.05%
8,708
+3,325
3 4
5
6 7