HI
Human Investing Portfolio holdings
AUM $635M
1-Year Return
12.12%
This Quarter Return
+6.82%
1 Year Return
+12.12%
3 Year Return
+42.89%
5 Year Return
+69.49%
10 Year Return
–
AUM
$306M
AUM Growth
+$23.9M
(+8.5%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
46.74%
Holding
409
New
47
Increased
71
Reduced
107
Closed
39
Top Buys
| 1 |
H&R Block
HRB
|
+$2.15M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.64M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.5M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$977K |
| 5 |
Fortinet
FTNT
|
+$945K |
Top Sells
| 1 |
Designer Brands
DBI
|
+$1.41M |
| 2 |
TUP
Tupperware Brands Corporation
TUP
|
+$965K |
| 3 |
Idexx Laboratories
IDXX
|
+$954K |
| 4 |
Medifast
MED
|
+$671K |
| 5 |
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% |
