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
301
$7K ﹤0.01%
237
-7,006
302
$6K ﹤0.01%
200
303
$6K ﹤0.01%
132
304
$6K ﹤0.01%
104
-13
305
$6K ﹤0.01%
+45
306
$6K ﹤0.01%
82
-658
307
$6K ﹤0.01%
136
308
$6K ﹤0.01%
76
309
$6K ﹤0.01%
100
310
$6K ﹤0.01%
76
-12
311
$6K ﹤0.01%
100
-20
312
$5K ﹤0.01%
100
313
$5K ﹤0.01%
122
314
$5K ﹤0.01%
75
315
$5K ﹤0.01%
221
316
$5K ﹤0.01%
211
317
$4K ﹤0.01%
50
318
$4K ﹤0.01%
75
319
$4K ﹤0.01%
190
320
$4K ﹤0.01%
+44
321
$4K ﹤0.01%
+42
322
$4K ﹤0.01%
196
-3,141
323
$4K ﹤0.01%
112
324
$4K ﹤0.01%
35
325
$4K ﹤0.01%
15
11 12
13
14 15