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
$635M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.41M
3
+$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.07M

Top Sells

1
+$258K
2
+$228K
3
+$208K
4
NKE icon
Nike
NKE
+$149K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$131K

Sector Composition

1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$176M 27.74%
309,574
+13,736
2
$69.4M 10.93%
1,218,237
+42,376
3
$33.4M 5.27%
250,700
+2,818
4
$33.4M 5.26%
163,236
+621
5
$33.1M 5.21%
533,142
+32,865
6
$31.9M 5.02%
405,079
+13,524
7
$27M 4.25%
545,326
+21,601
8
$24.4M 3.84%
39,310
+1,642
9
$17.8M 2.81%
230,456
+8,646
10
$17.7M 2.79%
357,736
+13,454
11
$16.7M 2.63%
152,932
+9,107
12
$16.5M 2.6%
150,010
+3,351
13
$16.2M 2.55%
275,354
+9,273
14
$13.9M 2.19%
173,234
-864
15
$12.3M 1.93%
136,204
-1,458
16
$7.55M 1.19%
27,406
-16
17
$6.58M 1.04%
21,652
+477
18
$5.59M 0.88%
19,560
+8,106
19
$5.14M 0.81%
78,660
-404
20
$4.72M 0.74%
53,050
-774
21
$4.68M 0.74%
63,615
+3,533
22
$3.8M 0.6%
7,636
+51
23
$3.73M 0.59%
58,888
+2,042
24
$3.33M 0.53%
16,246
+230
25
$2.97M 0.47%
49,646
+1,212
1
2 3 4