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
326
$4K ﹤0.01%
+250
327
$4K ﹤0.01%
121
-5,420
328
$3K ﹤0.01%
33
329
$3K ﹤0.01%
28
330
$3K ﹤0.01%
228
331
$3K ﹤0.01%
82
-2,704
332
$3K ﹤0.01%
15
-59
333
$3K ﹤0.01%
69
-25
334
$3K ﹤0.01%
108
335
$3K ﹤0.01%
90
336
$3K ﹤0.01%
60
337
$3K ﹤0.01%
8
338
$3K ﹤0.01%
22
339
$2K ﹤0.01%
75
340
$2K ﹤0.01%
+17
341
$2K ﹤0.01%
+33
342
$2K ﹤0.01%
+10
343
$2K ﹤0.01%
+28
344
$2K ﹤0.01%
83
345
$2K ﹤0.01%
20
346
$2K ﹤0.01%
500
347
$1K ﹤0.01%
59
348
$1K ﹤0.01%
17
349
$1K ﹤0.01%
9
350
$1K ﹤0.01%
81
12 13
14
15 16