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
1
$31.2M 11.04%
104,424
+6,737
2
$29.2M 10.35%
478,432
+30,355
3
$17.7M 6.28%
458,985
+48,055
4
$9.95M 3.52%
106,670
+1,468
5
$8.76M 3.1%
112,563
+14,948
6
$8.12M 2.88%
138,082
+7,482
7
$7.22M 2.56%
147,285
+10,925
8
$6.93M 2.46%
85,792
+7,701
9
$4.65M 1.65%
52,867
+2,732
10
$4.4M 1.56%
58,081
-95
11
$3.72M 1.32%
55,475
+3,289
12
$3.5M 1.24%
34,056
-567
13
$3.42M 1.21%
38,206
+45
14
$3.23M 1.14%
124,926
-2,004
15
$3.14M 1.11%
49,546
-149
16
$3.06M 1.08%
23,686
-1,005
17
$2.96M 1.05%
13,769
-774
18
$2.93M 1.04%
12,614
-485
19
$2.82M 1%
102,280
-2,170
20
$2.65M 0.94%
41,470
-415
21
$2.6M 0.92%
50,502
-500
22
$2.53M 0.9%
42,943
-632
23
$2.52M 0.89%
28,452
-3,290
24
$2.43M 0.86%
12,536
+4,657
25
$2.36M 0.84%
25,143
-56
1
2 3 4 5