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
51
$824K 0.21%
19,103
-1,243
52
$782K 0.2%
29,597
-9,113
53
$779K 0.2%
6,244
-586
54
$772K 0.2%
9,802
-3,208
55
$741K 0.19%
5,259
-1,535
56
$735K 0.19%
5,418
-1,188
57
$732K 0.19%
16,004
-8,270
58
$728K 0.19%
6,631
-1,289
59
$725K 0.18%
2,716
-449
60
$724K 0.18%
40,220
-6,294
61
$679K 0.17%
2,019
-829
62
$632K 0.16%
8,721
+1,797
63
$630K 0.16%
13,221
-4,598
64
$623K 0.16%
14,803
-3,288
65
$588K 0.15%
14,919
-7,111
66
$568K 0.14%
1,210
-488
67
$564K 0.14%
+11,272
68
$548K 0.14%
6,383
-1,867
69
$547K 0.14%
6,446
-428
70
$536K 0.14%
3,602
-1,334
71
$516K 0.13%
2,590
-911
72
$511K 0.13%
5,790
+20
73
$508K 0.13%
10,398
-3,788
74
$508K 0.13%
11,205
-3,512
75
$479K 0.12%
13,707
-5,214