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
$231M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$2.68M
3 +$2.01M
4
MDP
Meredith Corporation
MDP
+$1.95M
5
KLIC icon
Kulicke & Soffa
KLIC
+$1.9M

Top Sells

1 +$2.56M
2 +$2.37M
3 +$2.01M
4
LYB icon
LyondellBasell Industries
LYB
+$1.78M
5
RUTH
Ruth's Hospitality Group, Inc.
RUTH
+$1.46M

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
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