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
251
$20K 0.01%
+257
252
$19K 0.01%
422
253
$18K 0.01%
1,100
254
$18K 0.01%
334
255
$18K 0.01%
292
256
$17K 0.01%
723
257
$17K 0.01%
75
258
$16K 0.01%
1,049
259
$16K 0.01%
483
260
$15K ﹤0.01%
1,100
261
$15K ﹤0.01%
1,367
-2,000
262
$14K ﹤0.01%
119
263
$14K ﹤0.01%
1,644
264
$14K ﹤0.01%
+178
265
$13K ﹤0.01%
177
+171
266
$13K ﹤0.01%
110
-93
267
$13K ﹤0.01%
268
-790
268
$13K ﹤0.01%
41
269
$13K ﹤0.01%
94
270
$13K ﹤0.01%
322
271
$13K ﹤0.01%
113
272
$12K ﹤0.01%
518
273
$12K ﹤0.01%
225
274
$12K ﹤0.01%
544
275
$12K ﹤0.01%
712
9 10
11
12 13