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
$274M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.7M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.11M
5
MCO icon
Moody's
MCO
+$1.04M

Top Sells

1
+$3.34M
2
+$1.51M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
PGR icon
Progressive
PGR
+$1.14M

Sector Composition

1 Consumer Discretionary 10.8%
2 Healthcare 10.63%
3 Technology 9.17%
4 Financials 5.98%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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375
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-3,937
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