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
276
$2K ﹤0.01%
+29
277
$2K ﹤0.01%
7
-1
278
$2K ﹤0.01%
+15
279
$2K ﹤0.01%
26
-559
280
$2K ﹤0.01%
211
281
$2K ﹤0.01%
22
282
$2K ﹤0.01%
35
-41
283
$2K ﹤0.01%
20
284
$2K ﹤0.01%
9
-35
285
$1K ﹤0.01%
9
286
$1K ﹤0.01%
44
-1,280
287
$1K ﹤0.01%
81
288
$1K ﹤0.01%
4
-3
289
$1K ﹤0.01%
+186
290
$1K ﹤0.01%
205
-18,836
291
$1K ﹤0.01%
10
292
$1K ﹤0.01%
44
-177
293
$1K ﹤0.01%
+48
294
$1K ﹤0.01%
10
295
$1K ﹤0.01%
83
296
$1K ﹤0.01%
15
-1,671
297
$1K ﹤0.01%
96
-84,068
298
$1K ﹤0.01%
44
-177
299
$1K ﹤0.01%
21
300
– –
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10 11
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