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
$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
26
$2.49M 0.81%
10,479
-803
27
$2.47M 0.81%
28,119
-333
28
$2.45M 0.8%
132,716
-4,932
29
$2.41M 0.79%
41,384
-1,559
30
$2.4M 0.78%
16,465
-249
31
$2.37M 0.77%
13,586
-1,751
32
$2.32M 0.76%
37,736
-706
33
$2.28M 0.74%
27,819
-827
34
$2.24M 0.73%
24,606
-601
35
$2.21M 0.72%
99,052
-2,973
36
$2.21M 0.72%
14,025
-496
37
$2.18M 0.71%
52,153
-269
38
$2.09M 0.68%
163,452
+10,794
39
$2.05M 0.67%
55,175
-373
40
$2.05M 0.67%
50,310
-1,808
41
$1.97M 0.64%
6,586
-218
42
$1.96M 0.64%
12,728
-372
43
$1.93M 0.63%
38,677
+1,537
44
$1.91M 0.62%
22,386
-47
45
$1.87M 0.61%
35,005
+299
46
$1.83M 0.6%
84,164
-1,634
47
$1.8M 0.59%
24,548
-892
48
$1.78M 0.58%
20,231
-260
49
$1.75M 0.57%
146,776
-12,150
50
$1.67M 0.55%
14,872
+207
1
2
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