HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
+$1.83M
2
+$1.59M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.15M
5
HLT icon
Hilton Worldwide
HLT
+$1.08M

Top Sells

1
+$3.34M
2
+$1.76M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.41M
5
RUTH
Ruth's Hospitality Group, Inc.
RUTH
+$1.19M

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
26
$2.34M 0.86%
57,019
-1,841
27
$2.34M 0.85%
43,575
-4,290
28
$2.33M 0.85%
60,453
-6,095
29
$2.29M 0.84%
140,498
-19,274
30
$2.27M 0.83%
13,292
-338
31
$2.26M 0.83%
39,601
-1,003
32
$2.23M 0.81%
15,544
-91
33
$2.23M 0.81%
138,803
-14,379
34
$2.2M 0.8%
28,803
-2,471
35
$2.18M 0.8%
31,262
-1,137
36
$2.12M 0.77%
25,199
+6,581
37
$2.03M 0.74%
15,184
-10,563
38
$1.93M 0.71%
7,311
-317
39
$1.91M 0.7%
54,299
-33,806
40
$1.89M 0.69%
52,272
-697
41
$1.78M 0.65%
37,595
+398
42
$1.78M 0.65%
22,642
-1,033
43
$1.77M 0.65%
158,898
-6,277
44
$1.77M 0.64%
150,930
+21,072
45
$1.61M 0.59%
21,196
-2,413
46
$1.6M 0.59%
8,675
-1,062
47
$1.59M 0.58%
+83,217
48
$1.56M 0.57%
4,281
-1
49
$1.53M 0.56%
21,659
-1,175
50
$1.52M 0.56%
11,430
-139
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