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
201
$19K ﹤0.01%
+1,947
202
$17K ﹤0.01%
47
-13
203
$17K ﹤0.01%
192
204
$17K ﹤0.01%
268
205
$17K ﹤0.01%
90
-5
206
$17K ﹤0.01%
324
207
$17K ﹤0.01%
828
208
$16K ﹤0.01%
101
-18
209
$16K ﹤0.01%
+215
210
$16K ﹤0.01%
1,117
+17
211
$16K ﹤0.01%
138
212
$16K ﹤0.01%
375
213
$16K ﹤0.01%
172
214
$15K ﹤0.01%
41
215
$15K ﹤0.01%
61
216
$15K ﹤0.01%
70
217
$15K ﹤0.01%
113
218
$14K ﹤0.01%
+626
219
$14K ﹤0.01%
44
220
$14K ﹤0.01%
334
221
$14K ﹤0.01%
420
-570
222
$14K ﹤0.01%
385
223
$14K ﹤0.01%
100
224
$12K ﹤0.01%
+250
225
$12K ﹤0.01%
110
7 8
9
10 11