HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
251
$4K ﹤0.01%
50
252
$4K ﹤0.01%
104
253
$4K ﹤0.01%
45
254
$4K ﹤0.01%
76
255
$4K ﹤0.01%
103
256
$4K ﹤0.01%
30
-33
257
$3K ﹤0.01%
81
-4
258
$3K ﹤0.01%
75
259
$3K ﹤0.01%
144
-2,966
260
$3K ﹤0.01%
42
261
$3K ﹤0.01%
112
262
$3K ﹤0.01%
+425
263
$3K ﹤0.01%
35
264
$3K ﹤0.01%
15
265
$3K ﹤0.01%
237
266
$2K ﹤0.01%
36
-40,009
267
$2K ﹤0.01%
75
268
$2K ﹤0.01%
11
-44
269
$2K ﹤0.01%
28
270
$2K ﹤0.01%
75
271
$2K ﹤0.01%
17
272
$2K ﹤0.01%
10
273
$2K ﹤0.01%
28
274
$2K ﹤0.01%
196
275
$2K ﹤0.01%
108
9 10
11
12 13