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
$274M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.15M
5
HLT icon
Hilton Worldwide
HLT
+$1.08M

Top Sells

1
+$3.34M
2
+$1.76M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.41M
5
RUTH
Ruth's Hospitality Group, Inc.
RUTH
+$1.19M

Sector Composition

1 Consumer Discretionary 10.8%
2 Healthcare 10.63%
3 Technology 9.17%
4 Financials 5.98%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
516
227
$32K 0.01%
423
-207
228
$31K 0.01%
381
229
$30K 0.01%
679
-2,104
230
$29K 0.01%
1,520
231
$29K 0.01%
80
+22
232
$29K 0.01%
338
-972
233
$28K 0.01%
105
+33
234
$28K 0.01%
504
235
$28K 0.01%
565
236
$27K 0.01%
600
237
$25K 0.01%
96
+11
238
$25K 0.01%
1,103
239
$25K 0.01%
685
240
$25K 0.01%
203
241
$23K 0.01%
1,509
242
$22K 0.01%
131
243
$21K 0.01%
+423
244
$21K 0.01%
827
245
$21K 0.01%
378
246
$21K 0.01%
419
247
$19K 0.01%
417
248
$19K 0.01%
94
-496
249
$19K 0.01%
108
250
$18K 0.01%
1,644
8 9
10
11 12