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
$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
101
– –
-86
102
– –
-46
103
– –
-550
104
– –
-10
105
– –
-73
106
– –
-1,464
107
– –
-8
108
– –
-94
109
– –
-1,830
110
– –
-108
111
– –
-1,191
112
– –
-1,078
113
– –
-6,549
114
– –
-1,025
115
– –
-1,096
116
– –
-47
117
– –
-633
118
– –
-500
119
– –
-5
120
– –
-440
121
– –
-30
122
– –
-1,100
123
– –
-4
124
– –
-351
125
– –
-152
3 4
5
6 7