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
51
$1.66M 0.54%
7,875
-391
52
$1.61M 0.53%
12,290
+138
53
$1.59M 0.52%
24,792
+417
54
$1.58M 0.52%
18,165
+1,214
55
$1.53M 0.5%
14,003
-6,120
56
$1.52M 0.5%
3,910
-140
57
$1.52M 0.5%
90,240
+3,452
58
$1.49M 0.49%
24,999
-565
59
$1.47M 0.48%
11,139
-531
60
$1.44M 0.47%
16,610
-251
61
$1.44M 0.47%
10,464
-99
62
$1.4M 0.46%
16,459
-156
63
$1.4M 0.46%
11,934
-77
64
$1.36M 0.44%
19,596
-868
65
$1.31M 0.43%
127,402
-242
66
$1.29M 0.42%
10,089
-311
67
$1.29M 0.42%
77,150
-3,250
68
$1.29M 0.42%
62,772
+8,216
69
$1.26M 0.41%
21,390
-142
70
$1.24M 0.4%
21,537
-1,169
71
$1.24M 0.4%
8,055
+17
72
$1.24M 0.4%
16,200
-109
73
$1.22M 0.4%
1,535
-50
74
$1.21M 0.39%
17,532
+35
75
$1.17M 0.38%
58,557
+3,897
1 2
3
4 5