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
251
$18K 0.01%
334
252
$18K 0.01%
202
253
$17K 0.01%
1,100
254
$17K 0.01%
638
255
$17K 0.01%
422
256
$16K 0.01%
292
257
$15K 0.01%
41
-11
258
$14K 0.01%
1,100
259
$14K 0.01%
1,049
260
$14K 0.01%
75
261
$14K 0.01%
373
-2,768
262
$13K ﹤0.01%
119
-19
263
$13K ﹤0.01%
+423
264
$13K ﹤0.01%
314
265
$13K ﹤0.01%
414
266
$13K ﹤0.01%
363
267
$13K ﹤0.01%
225
268
$13K ﹤0.01%
94
-63
269
$13K ﹤0.01%
113
-187
270
$12K ﹤0.01%
401
271
$12K ﹤0.01%
+391
272
$11K ﹤0.01%
175
273
$10K ﹤0.01%
259
274
$10K ﹤0.01%
91
275
$10K ﹤0.01%
105
9 10
11
12 13