HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
176
$76K 0.03%
1,154
-1,083
177
$75K 0.03%
786
-1
178
$75K 0.03%
1,129
-553
179
$74K 0.03%
580
-49
180
$74K 0.03%
1,254
+738
181
$73K 0.03%
303
182
$72K 0.03%
515
183
$72K 0.03%
1,015
184
$70K 0.02%
395
185
$69K 0.02%
+411
186
$69K 0.02%
811
+32
187
$67K 0.02%
1,686
188
$66K 0.02%
+8,924
189
$64K 0.02%
348
190
$63K 0.02%
585
+559
191
$62K 0.02%
+768
192
$62K 0.02%
2,074
-150
193
$61K 0.02%
3,956
+86
194
$60K 0.02%
+3,337
195
$60K 0.02%
+11,857
196
$60K 0.02%
+759
197
$59K 0.02%
238
198
$59K 0.02%
+1,290
199
$58K 0.02%
516
-1,689
200
$57K 0.02%
+482
6 7
8
9 10