HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
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
126
$138K 0.05%
848
+195
127
$137K 0.05%
3,646
-56,807
128
$136K 0.05%
797
-124
129
$130K 0.05%
5,245
-634
130
$129K 0.05%
2,859
+69
131
$127K 0.05%
1,111
+74
132
$120K 0.04%
2,786
-361
133
$119K 0.04%
487
-153
134
$118K 0.04%
60
+1
135
$113K 0.04%
2,258
-439
136
$112K 0.04%
+850
137
$110K 0.04%
4,072
+296
138
$110K 0.04%
1,681
-148
139
$109K 0.04%
1,062
+957
140
$107K 0.04%
2,411
141
$105K 0.04%
1,900
+116
142
$105K 0.04%
+1,683
143
$104K 0.04%
96
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144
$104K 0.04%
1,831
+166
145
$104K 0.04%
+4,235
146
$104K 0.04%
+3,212
147
$102K 0.04%
4,430
-4,280
148
$102K 0.04%
681
+48
149
$101K 0.04%
975
150
$100K 0.04%
1,211
-35
4 5
6
7 8