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
151
$59K 0.02%
388
152
$56K 0.01%
1,442
153
$54K 0.01%
260
154
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157
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155
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158
$49K 0.01%
207
159
$49K 0.01%
200
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161
$47K 0.01%
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162
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565
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$43K 0.01%
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164
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165
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$36K 0.01%
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175
$35K 0.01%
412
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