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
276
$10K ﹤0.01%
712
277
$10K ﹤0.01%
385
278
$9K ﹤0.01%
44
279
$9K ﹤0.01%
220
280
$9K ﹤0.01%
844
+7
281
$9K ﹤0.01%
98
282
$9K ﹤0.01%
15
283
$9K ﹤0.01%
103
-50
284
$8K ﹤0.01%
166
285
$8K ﹤0.01%
113
286
$7K ﹤0.01%
44
+39
287
$7K ﹤0.01%
61
288
$7K ﹤0.01%
55
289
$7K ﹤0.01%
192
290
$6K ﹤0.01%
85
291
$6K ﹤0.01%
140
292
$6K ﹤0.01%
117
-244
293
$6K ﹤0.01%
398
-1,072
294
$6K ﹤0.01%
425
295
$6K ﹤0.01%
1,516
296
$6K ﹤0.01%
136
297
$6K ﹤0.01%
+7
298
$6K ﹤0.01%
100
299
$6K ﹤0.01%
88
-46
300
$5K ﹤0.01%
122
10 11
12
13 14