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
$429M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.48M
3
+$1.06M
4
AMGN icon
Amgen
AMGN
+$551K
5
MSFT icon
Microsoft
MSFT
+$474K

Top Sells

1
+$555K
2
+$357K
3
+$334K
4
LW icon
Lamb Weston
LW
+$262K
5
K icon
Kellanova
K
+$240K

Sector Composition

1 Technology 4%
2 Healthcare 2.96%
3 Consumer Discretionary 2.35%
4 Consumer Staples 0.79%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.51%
51,073
-678
27
$2.08M 0.48%
10,606
-626
28
$2.01M 0.47%
35,164
+2,456
29
$1.91M 0.45%
27,398
-2,772
30
$1.84M 0.43%
6,858
+2,049
31
$1.69M 0.39%
3,148
-63
32
$1.35M 0.31%
25,159
+38
33
$1.28M 0.3%
75,930
+36
34
$1.27M 0.3%
4,202
-274
35
$1.17M 0.27%
11,347
-239
36
$1.04M 0.24%
6,688
-276
37
$914K 0.21%
5,749
-256
38
$902K 0.21%
3,423
-153
39
$833K 0.19%
14,349
-592
40
$828K 0.19%
7,183
-253
41
$803K 0.19%
8,118
+1,175
42
$796K 0.19%
6,084
-58
43
$760K 0.18%
29,576
-1,740
44
$758K 0.18%
15,755
-663
45
$753K 0.18%
11,223
+119
46
$733K 0.17%
2,387
-88
47
$705K 0.16%
13,120
-1,385
48
$682K 0.16%
7,364
-424
49
$663K 0.15%
5,967
-244
50
$624K 0.15%
6,057
-5,390
1
2
3 4 5