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
126
$110K 0.03%
308
-129
127
$105K 0.03%
3,894
+276
128
$104K 0.03%
772
-24
129
$103K 0.03%
999
-13,010
130
$103K 0.03%
585
131
$103K 0.03%
292
-166
132
$100K 0.03%
341
133
$100K 0.03%
474
134
$98K 0.03%
1,710
-18,165
135
$95K 0.02%
1,551
-692
136
$94K 0.02%
323
-178
137
$94K 0.02%
437
138
$91K 0.02%
253
139
$90K 0.02%
1,520
-1,180
140
$89K 0.02%
1,641
-752
141
$83K 0.02%
1,178
-737
142
$82K 0.02%
419
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143
$73K 0.02%
780
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144
$72K 0.02%
933
145
$70K 0.02%
147
+3
146
$69K 0.02%
+1,832
147
$64K 0.02%
348
+226
148
$62K 0.02%
284
+223
149
$60K 0.02%
212
-245
150
$60K 0.02%
400
4 5
6
7 8