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
51
$1.48M 0.54%
+38,261
52
$1.48M 0.54%
11,225
-102
53
$1.48M 0.54%
13,271
+878
54
$1.48M 0.54%
17,955
-417
55
$1.47M 0.54%
17,478
-1,060
56
$1.45M 0.53%
7,879
+6,227
57
$1.43M 0.52%
133,662
-8,766
58
$1.43M 0.52%
17,862
-1,217
59
$1.42M 0.52%
28,436
+1,094
60
$1.42M 0.52%
23,338
-18
61
$1.41M 0.52%
12,439
-478
62
$1.4M 0.51%
1,671
-60
63
$1.37M 0.5%
46,910
+741
64
$1.37M 0.5%
12,368
-515
65
$1.35M 0.49%
18,807
-317
66
$1.33M 0.49%
83,226
+14,808
67
$1.33M 0.49%
8,707
-16
68
$1.28M 0.47%
25,860
-240
69
$1.26M 0.46%
12,244
-491
70
$1.25M 0.46%
85,200
-250
71
$1.23M 0.45%
26,060
-22,928
72
$1.14M 0.42%
54,941
+1,006
73
$1.14M 0.41%
21,604
-3,935
74
$1.11M 0.4%
11,345
+11,036
75
$1.1M 0.4%
22,046
-377
1 2
3
4 5