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
$393M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.5M
3
+$3.93M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.75M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.35M

Top Sells

1
+$1.51M
2
+$1.47M
3
+$1.27M
4
AMD icon
Advanced Micro Devices
AMD
+$1.19M
5
CTRA icon
Coterra Energy
CTRA
+$1.01M

Sector Composition

1 Technology 7.7%
2 Healthcare 5.2%
3 Consumer Discretionary 3.96%
4 Consumer Staples 2.97%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.1%
16,244
-1,060
102
$367K 0.09%
4,431
+3,022
103
$317K 0.08%
1,241
104
$300K 0.08%
18,624
-1,002
105
$256K 0.07%
1,056
106
$255K 0.07%
8,346
107
$240K 0.06%
4,854
+181
108
$194K 0.05%
2,295
109
$190K 0.05%
821
-426
110
$182K 0.05%
4,694
-1,119
111
$172K 0.04%
465
-81
112
$160K 0.04%
1,858
+93
113
$159K 0.04%
1,246
114
$156K 0.04%
686
-16
115
$155K 0.04%
2,970
-420
116
$152K 0.04%
1,732
117
$150K 0.04%
7,070
+124
118
$139K 0.04%
984
-163
119
$126K 0.03%
1,220
120
$125K 0.03%
1,188
121
$120K 0.03%
2,411
122
$120K 0.03%
545
-31
123
$116K 0.03%
312
-131
124
$112K 0.03%
340
-325
125
$110K 0.03%
293
-88
3 4
5
6 7