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
$393M
AUM Growth
+$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.51%
2 Healthcare 4.01%
3 Consumer Discretionary 3.09%
4 Consumer Staples 1.49%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.96M 0.5%
11,242
-336
27
$1.87M 0.48%
16,871
-3,785
28
$1.87M 0.48%
27,624
-3,500
29
$1.7M 0.43%
29,039
+83
30
$1.67M 0.43%
32,602
-8,082
31
$1.59M 0.4%
5,034
-1,062
32
$1.58M 0.4%
6,022
-1,466
33
$1.58M 0.4%
9,566
-1,959
34
$1.56M 0.4%
6,499
-1,654
35
$1.28M 0.33%
3,500
-1,178
36
$1.27M 0.32%
24,624
-1,464
37
$1.25M 0.32%
12,003
-48,103
38
$1.15M 0.29%
76,425
-6,375
39
$1.09M 0.28%
9,876
-1,966
40
$1.08M 0.27%
10,641
-3,890
41
$1.07M 0.27%
6,079
-863
42
$1.01M 0.26%
3,848
-742
43
$1.01M 0.26%
14,038
-2,534
44
$931K 0.24%
8,060
-929
45
$917K 0.23%
34,114
-4,833
46
$915K 0.23%
7,061
-567
47
$893K 0.23%
18,053
-94,449
48
$893K 0.23%
10,651
-2,308
49
$837K 0.21%
4,817
-747
50
$835K 0.21%
9,184
-905