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
176
$35K 0.01%
167
177
$34K 0.01%
344
178
$34K 0.01%
261
-2,374
179
$32K 0.01%
159
-258
180
$32K 0.01%
447
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181
$30K 0.01%
552
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182
$27K 0.01%
446
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183
$27K 0.01%
108
184
$26K 0.01%
698
-31,794
185
$26K 0.01%
461
186
$25K 0.01%
+262
187
$23K 0.01%
177
188
$23K 0.01%
75
189
$23K 0.01%
1,760
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190
$22K 0.01%
251
191
$22K 0.01%
15
192
$21K 0.01%
422
193
$20K 0.01%
53
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194
$20K 0.01%
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334
196
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$19K ﹤0.01%
75
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198
$19K ﹤0.01%
600
199
$19K ﹤0.01%
241
200
$19K ﹤0.01%
116
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8
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