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
$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
126
$105K 0.04%
1,900
127
$105K 0.04%
5,990
+3,500
128
$105K 0.04%
681
129
$98K 0.03%
823
-340
130
$98K 0.03%
582
131
$94K 0.03%
3,336
+290
132
$92K 0.03%
474
133
$90K 0.03%
397
+2
134
$89K 0.03%
1,236
+323
135
$89K 0.03%
844
+840
136
$87K 0.03%
1,240
+20
137
$82K 0.03%
1,313
138
$80K 0.03%
303
139
$80K 0.03%
919
+229
140
$79K 0.03%
815
141
$78K 0.03%
1,957
+1,211
142
$68K 0.02%
+417
143
$67K 0.02%
495
+275
144
$67K 0.02%
544
+10
145
$65K 0.02%
+1,190
146
$64K 0.02%
+1,373
147
$62K 0.02%
585
148
$60K 0.02%
987
149
$59K 0.02%
306
-116
150
$57K 0.02%
+933
4 5
6
7 8