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
$306M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.64M
3
+$1.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$977K
5
FTNT icon
Fortinet
FTNT
+$945K

Top Sells

1
+$1.41M
2
+$965K
3
+$954K
4
MED icon
Medifast
MED
+$671K
5
ALGT icon
Allegiant Air
ALGT
+$305K

Sector Composition

1 Healthcare 10.04%
2 Technology 9.11%
3 Consumer Discretionary 8.96%
4 Financials 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
+358
227
$30K 0.01%
138
+118
228
$29K 0.01%
565
229
$28K 0.01%
+614
230
$28K 0.01%
504
231
$27K 0.01%
+756
232
$26K 0.01%
+1,023
233
$26K 0.01%
220
234
$26K 0.01%
+425
235
$25K 0.01%
827
236
$25K 0.01%
508
-12
237
$24K 0.01%
+303
238
$24K 0.01%
378
239
$23K 0.01%
638
240
$23K 0.01%
+258
241
$22K 0.01%
518
+259
242
$22K 0.01%
+162
243
$21K 0.01%
417
244
$21K 0.01%
108
245
$21K 0.01%
419
246
$21K 0.01%
202
247
$20K 0.01%
1,509
248
$20K 0.01%
78
249
$20K 0.01%
+114
250
$20K 0.01%
+54
8 9
10
11 12