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
$283M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.36M
3
+$3.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.06M
5
WBA
Walgreens Boots Alliance
WBA
+$1.83M

Top Sells

1
+$2.7M
2
+$2.24M
3
+$1.82M
4
FAF icon
First American
FAF
+$1.73M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.68M

Sector Composition

1 Technology 9.4%
2 Healthcare 9.18%
3 Consumer Discretionary 4.99%
4 Consumer Staples 4.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$195K 0.07%
1,478
-21
102
$190K 0.07%
882
+838
103
$184K 0.07%
1,056
+81
104
$183K 0.06%
2,295
105
$168K 0.06%
370
+6
106
$143K 0.05%
1,642
-25,707
107
$143K 0.05%
+2,731
108
$142K 0.05%
+13,862
109
$142K 0.05%
4,441
+4,329
110
$139K 0.05%
1,231
+1,069
111
$137K 0.05%
5,778
112
$135K 0.05%
709
+698
113
$134K 0.05%
453
+67
114
$128K 0.05%
2,411
115
$122K 0.04%
+1,602
116
$121K 0.04%
1,199
-12
117
$120K 0.04%
825
+401
118
$117K 0.04%
1,732
119
$115K 0.04%
430
120
$115K 0.04%
3,540
121
$111K 0.04%
2,859
122
$111K 0.04%
746
123
$108K 0.04%
96
124
$108K 0.04%
572
-37
125
$106K 0.04%
688
3 4
5
6 7