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
201
$56K 0.02%
+341
202
$55K 0.02%
+740
203
$54K 0.02%
+4,324
204
$51K 0.02%
1,058
205
$51K 0.02%
+2,189
206
$50K 0.02%
1,324
+1,279
207
$50K 0.02%
+1,352
208
$50K 0.02%
+904
209
$48K 0.02%
+760
210
$47K 0.02%
+3,315
211
$47K 0.02%
+605
212
$47K 0.02%
400
213
$46K 0.02%
3,556
-1
214
$46K 0.02%
388
215
$43K 0.02%
332
+14
216
$43K 0.02%
200
217
$43K 0.02%
490
218
$37K 0.01%
339
219
$37K 0.01%
222
220
$36K 0.01%
1,575
221
$36K 0.01%
14,984
+3,626
222
$34K 0.01%
226
223
$33K 0.01%
381
224
$32K 0.01%
3,367
-480
225
$31K 0.01%
685
7 8
9
10 11