HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$1.82M
2
+$1.7M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.11M
5
MCO icon
Moody's
MCO
+$1.04M

Top Sells

1
+$3.34M
2
+$1.51M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
PGR icon
Progressive
PGR
+$1.14M

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
$5K ﹤0.01%
211
303
$5K ﹤0.01%
15
-10
304
$4K ﹤0.01%
50
305
$4K ﹤0.01%
50
306
$4K ﹤0.01%
300
307
$4K ﹤0.01%
94
308
$4K ﹤0.01%
35
309
$4K ﹤0.01%
20
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$4K ﹤0.01%
500
311
$3K ﹤0.01%
20
312
$3K ﹤0.01%
33
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$3K ﹤0.01%
7
+3
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$3K ﹤0.01%
28
315
$3K ﹤0.01%
228
316
$3K ﹤0.01%
+140
317
$3K ﹤0.01%
145
318
$3K ﹤0.01%
112
319
$3K ﹤0.01%
108
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$3K ﹤0.01%
90
321
$3K ﹤0.01%
60
322
$2K ﹤0.01%
22
323
$2K ﹤0.01%
45
324
$2K ﹤0.01%
+14
325
$2K ﹤0.01%
81
-82
11 12
13
14 15