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

Top Buys

1
+$2.07M
2
+$1.62M
3
+$1.32M
4
LPX icon
Louisiana-Pacific
LPX
+$1.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.08M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$2.17M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
5
LYB icon
LyondellBasell Industries
LYB
+$1.2M

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 		Capital Flow
26
$1.89M 0.82%
120,936
-11,780
27
$1.85M 0.8%
131,641
-7,124
28
$1.85M 0.8%
34,435
-3,301
29
$1.82M 0.79%
178,770
+15,318
30
$1.82M 0.79%
44,956
-7,197
31
$1.73M 0.75%
25,930
-1,889
32
$1.68M 0.73%
80,458
+77,589
33
$1.6M 0.69%
38,939
+3,934
34
$1.59M 0.69%
51,513
-3,662
35
$1.56M 0.68%
24,616
+68
36
$1.56M 0.68%
27,349
-2,956
37
$1.55M 0.67%
36,483
-4,901
38
$1.53M 0.66%
20,918
-1,468
39
$1.47M 0.64%
12,746
-2,126
40
$1.46M 0.63%
37,725
-952
41
$1.39M 0.6%
8,801
-5,224
42
$1.32M 0.57%
+184,501
43
$1.29M 0.56%
22,253
-2,353
44
$1.28M 0.55%
47,653
-2,657
45
$1.28M 0.55%
17,088
-29,101
46
$1.27M 0.55%
98,584
+8,344
47
$1.25M 0.54%
5,193
-1,393
48
$1.25M 0.54%
+72,706
49
$1.23M 0.53%
16,714
-1,451
50
$1.22M 0.53%
21,797
-2,995
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