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
201
$16K 0.01%
422
202
$15K 0.01%
+116
203
$15K 0.01%
15
204
$15K 0.01%
41
205
$15K 0.01%
119
206
$15K 0.01%
827
207
$15K 0.01%
+241
208
$14K ﹤0.01%
+44
209
$14K ﹤0.01%
+600
210
$14K ﹤0.01%
1,100
211
$13K ﹤0.01%
208
+42
212
$13K ﹤0.01%
94
213
$13K ﹤0.01%
+200
214
$12K ﹤0.01%
113
215
$12K ﹤0.01%
712
216
$12K ﹤0.01%
+324
217
$12K ﹤0.01%
+334
218
$11K ﹤0.01%
91
219
$11K ﹤0.01%
1,100
220
$11K ﹤0.01%
1,509
221
$10K ﹤0.01%
+113
222
$10K ﹤0.01%
446
-120,490
223
$10K ﹤0.01%
+398
224
$10K ﹤0.01%
110
225
$10K ﹤0.01%
+100
7 8
9
10 11