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
151
$55K 0.02%
7,821
152
$51K 0.02%
1,142
+239
153
$48K 0.02%
207
154
$48K 0.02%
275
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155
$46K 0.02%
1,442
156
$45K 0.02%
516
157
$42K 0.01%
400
158
$42K 0.01%
296
-1,182
159
$41K 0.01%
65
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160
$41K 0.01%
+1,545
161
$39K 0.01%
442
+84
162
$38K 0.01%
+307
163
$37K 0.01%
126
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164
$36K 0.01%
+110
165
$36K 0.01%
388
166
$36K 0.01%
200
167
$35K 0.01%
273
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168
$34K 0.01%
428
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169
$33K 0.01%
109
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170
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409
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171
$29K 0.01%
138
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172
$28K 0.01%
244
173
$28K 0.01%
2,920
-2,200
174
$27K 0.01%
+412
175
$27K 0.01%
565
5 6
7
8 9