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
276
$12K ﹤0.01%
+40
277
$12K ﹤0.01%
385
278
$11K ﹤0.01%
+110
279
$11K ﹤0.01%
400
280
$10K ﹤0.01%
44
281
$10K ﹤0.01%
220
282
$10K ﹤0.01%
192
283
$10K ﹤0.01%
91
284
$10K ﹤0.01%
175
285
$10K ﹤0.01%
63
-163
286
$10K ﹤0.01%
221
287
$9K ﹤0.01%
44
288
$9K ﹤0.01%
55
289
$9K ﹤0.01%
98
290
$9K ﹤0.01%
166
291
$9K ﹤0.01%
15
292
$8K ﹤0.01%
61
293
$8K ﹤0.01%
113
294
$8K ﹤0.01%
103
295
$7K ﹤0.01%
85
296
$7K ﹤0.01%
140
297
$7K ﹤0.01%
429
-86,557
298
$7K ﹤0.01%
585
+8
299
$7K ﹤0.01%
36
-305
300
$7K ﹤0.01%
127
-1,163
10 11
12
13 14