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
$231M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.62M
3
+$1.32M
4
LPX icon
Louisiana-Pacific
LPX
+$1.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.08M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$2.17M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
5
LYB icon
LyondellBasell Industries
LYB
+$1.2M

Sector Composition

1 Healthcare 10.66%
2 Technology 9.02%
3 Consumer Discretionary 6.6%
4 Financials 5.68%
5 Consumer Staples 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K ﹤0.01%
712
227
$9K ﹤0.01%
175
228
$8K ﹤0.01%
110
229
$8K ﹤0.01%
166
+66
230
$7K ﹤0.01%
225
231
$7K ﹤0.01%
385
232
$7K ﹤0.01%
48
-372
233
$7K ﹤0.01%
220
234
$7K ﹤0.01%
76
-296
235
$7K ﹤0.01%
100
-10,391
236
$7K ﹤0.01%
98
237
$7K ﹤0.01%
15
238
$7K ﹤0.01%
113
239
$6K ﹤0.01%
61
240
$6K ﹤0.01%
1,509
241
$6K ﹤0.01%
1,644
242
$6K ﹤0.01%
401
+1
243
$5K ﹤0.01%
170
-1,986
244
$5K ﹤0.01%
594
+9
245
$5K ﹤0.01%
136
246
$5K ﹤0.01%
36
247
$5K ﹤0.01%
20
-118
248
$4K ﹤0.01%
+144
249
$4K ﹤0.01%
122
250
$4K ﹤0.01%
132
8 9
10
11 12