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
$411M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$83.7M
2
+$2.19M
3
+$1.11M
4
NUE icon
Nucor
NUE
+$1.06M
5
OMF icon
OneMain Financial
OMF
+$1.01M

Top Sells

1
+$77M
2
+$3.67M
3
+$1.16M
4
EGOV
NIC Inc
EGOV
+$1.15M
5
AMAT icon
Applied Materials
AMAT
+$1.07M

Sector Composition

1 Technology 7.18%
2 Healthcare 4.89%
3 Consumer Discretionary 3.5%
4 Consumer Staples 2.96%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-90
302
– –
-116
303
– –
-91
304
– –
-375
305
– –
-15,639
306
– –
-2,970
307
– –
-698
308
– –
-447
309
– –
-1,760
310
– –
-61
311
– –
-113
9 10 11 12
13