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
176
$26K 0.01%
577
-1,912
177
$26K 0.01%
+261
178
$25K 0.01%
976
-4,136
179
$24K 0.01%
177
180
$24K 0.01%
320
+278
181
$23K 0.01%
78
182
$23K 0.01%
75
183
$23K 0.01%
140
-606
184
$21K 0.01%
108
185
$21K 0.01%
+203
186
$21K 0.01%
288
-13,812
187
$21K 0.01%
461
-213
188
$20K 0.01%
996
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189
$20K 0.01%
380
-68
190
$20K 0.01%
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191
$19K 0.01%
192
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192
$19K 0.01%
191
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193
$18K 0.01%
126
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194
$18K 0.01%
606
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195
$17K 0.01%
+251
196
$17K 0.01%
334
197
$17K 0.01%
516
198
$16K 0.01%
518
199
$16K 0.01%
97
200
$16K 0.01%
166
+121
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