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
351
$1K ﹤0.01%
7
352
$1K ﹤0.01%
10
353
$1K ﹤0.01%
15
+1
354
$1K ﹤0.01%
10
355
$1K ﹤0.01%
17
+14
356
$1K ﹤0.01%
+21
357
– –
-2,033
358
$0 ﹤0.01%
24
359
– –
-5,059
360
– –
-2,281
361
– –
-100
362
– –
0
363
– –
-3,212
364
– –
-4,695
365
– –
-4,235
366
– –
-60,826
367
– –
0
368
– –
-3,048
369
– –
-4
370
– –
-6
371
$0 ﹤0.01%
800
372
– –
-685
373
– –
-904
374
$0 ﹤0.01%
3
375
– –
-637
13 14
15
16 17