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
$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
301
– –
-1,683
302
– –
-2,189
303
– –
-127
304
$0 ﹤0.01%
24
305
$0 ﹤0.01%
3
-387
306
– –
-59
307
– –
-33
308
– –
-13,586
309
– –
-339
310
– –
-17
311
– –
-3
312
$0 ﹤0.01%
20
313
– –
-1,023
314
– –
-1,352
315
– –
-1,000
316
– –
-100
317
– –
-19,596
318
– –
-396
319
– –
-1,154
320
– –
-3,060
321
– –
-748
322
– –
-847
323
– –
-140
324
– –
-2,512
325
– –
-1,575
11 12
13
14 15