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
51
$1.2M 0.52%
150,188
+3,412
52
$1.19M 0.51%
17,530
-2,701
53
$1.15M 0.5%
9,000
-1,464
54
$1.13M 0.49%
6,917
-958
55
$1.11M 0.48%
17,782
+3,779
56
$1.09M 0.47%
3,221
-689
57
$1.05M 0.46%
21,594
-3,405
58
$1.02M 0.44%
15,409
-2,123
59
$1.01M 0.44%
19,188
-1,501
60
$1M 0.44%
12,740
-3,870
61
$995K 0.43%
11,952
-776
62
$993K 0.43%
10,626
-1,308
63
$968K 0.42%
68,874
+10,317
64
$947K 0.41%
1,372
-163
65
$946K 0.41%
+19,734
66
$946K 0.41%
8,919
-1,170
67
$935K 0.41%
19,164
-2,373
68
$930K 0.4%
16,512
-932
69
$927K 0.4%
14,100
-14,019
70
$917K 0.4%
52,831
-9,941
71
$897K 0.39%
+73,427
72
$896K 0.39%
+19,792
73
$892K 0.39%
14,184
-2,275
74
$884K 0.38%
18,664
-2,726
75
$862K 0.37%
18,957
+18,343
1 2
3
4 5