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
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STLD icon
101
Steel Dynamics
STLD
$22.9B
– –
-128
STT icon
102
State Street
STT
$32.3B
– –
-191
STX icon
103
Seagate
STX
$54.6B
– –
-560
SUSA icon
104
iShares ESG Optimized MSCI USA ETF
SUSA
$3.77B
– –
-435
SYF icon
105
Synchrony
SYF
$26.8B
– –
-7
SYK icon
106
Stryker
SYK
$136B
– –
-201
SYY icon
107
Sysco
SYY
$35.6B
– –
-245
TD icon
108
Toronto Dominion Bank
TD
$140B
– –
-13
TDY icon
109
Teledyne Technologies
TDY
$24.7B
– –
-5
TEL icon
110
TE Connectivity
TEL
$72.8B
– –
-17
TEVA icon
111
Teva Pharmaceuticals
TEVA
$23.5B
– –
-50
TFI icon
112
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.31B
– –
-19
TGNA icon
113
TEGNA Inc
TGNA
$3.17B
– –
-56
TGT icon
114
Target
TGT
$42.1B
– –
-545
TJX icon
115
TJX Companies
TJX
$156B
– –
-18
TKO icon
116
TKO Group
TKO
$15.5B
– –
-27
TLH icon
117
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
– –
-6
TM icon
118
Toyota
TM
$266B
– –
-7
TMCI icon
119
Treace Medical Concepts
TMCI
$404M
– –
-1,671
TMUS icon
120
T-Mobile US
TMUS
$235B
– –
-28
TPR icon
121
Tapestry
TPR
$22.7B
– –
-59
TRU icon
122
TransUnion
TRU
$15.8B
– –
-113
TRV icon
123
Travelers Companies
TRV
$59.9B
– –
-17
TSCO icon
124
Tractor Supply
TSCO
$28.7B
– –
-1,435
TSLA icon
125
Tesla
TSLA
$1.52T
– –
-1,095
3 4
5
6 7