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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.95M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

1
+$1.38M
2
+$710K
3
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$188M 27.8%
307,240
-2,334
2
$72.6M 10.72%
1,210,963
-7,274
3
$36.4M 5.38%
558,021
+24,879
4
$35.2M 5.2%
446,060
+40,981
5
$34.7M 5.13%
246,276
-4,424
6
$34.6M 5.12%
160,475
-2,761
7
$29.9M 4.42%
605,085
+59,759
8
$26.7M 3.94%
39,848
+538
9
$19.5M 2.89%
250,173
+19,717
10
$19.1M 2.82%
160,591
+7,659
11
$19M 2.81%
350,668
-7,068
12
$17.9M 2.65%
304,871
+29,517
13
$17.2M 2.53%
144,857
-5,153
14
$13.9M 2.06%
164,670
-8,564
15
$12.2M 1.8%
136,065
-139
16
$8.8M 1.3%
26,669
-737
17
$6.91M 1.02%
21,064
-588
18
$5.92M 0.88%
19,236
-324
19
$5.32M 0.79%
76,723
-1,937
20
$5.12M 0.76%
55,958
+2,908
21
$5.03M 0.74%
67,644
+4,029
22
$4.29M 0.63%
16,849
+603
23
$4M 0.59%
62,344
+3,456
24
$3.99M 0.59%
7,706
+70
25
$3.16M 0.47%
52,570
+2,924
1
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