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
301
$5K ﹤0.01%
76
302
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15
-10
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$4K ﹤0.01%
50
305
$4K ﹤0.01%
50
306
$4K ﹤0.01%
300
307
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94
308
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35
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20
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$4K ﹤0.01%
500
311
$3K ﹤0.01%
33
312
$3K ﹤0.01%
7
+3
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28
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228
315
$3K ﹤0.01%
+140
316
$3K ﹤0.01%
145
317
$3K ﹤0.01%
112
318
$3K ﹤0.01%
108
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$3K ﹤0.01%
90
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$3K ﹤0.01%
60
321
$3K ﹤0.01%
20
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$2K ﹤0.01%
45
323
$2K ﹤0.01%
+14
324
$2K ﹤0.01%
81
-82
325
$2K ﹤0.01%
7
11 12
13
14 15