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
51
$623K 0.15%
3,999
-258
52
$613K 0.14%
7,258
-292
53
$611K 0.14%
35,715
-1,600
54
$601K 0.14%
4,972
-431
55
$594K 0.14%
9,290
-325
56
$579K 0.13%
1,654
57
$575K 0.13%
17,348
-1,707
58
$575K 0.13%
8,932
-402
59
$573K 0.13%
16,118
-58
60
$564K 0.13%
5,983
-222
61
$563K 0.13%
5,815
-208
62
$513K 0.12%
10,356
+411
63
$474K 0.11%
3,380
-397
64
$453K 0.11%
2,303
-125
65
$450K 0.1%
17,808
66
$445K 0.1%
1,296
-116
67
$440K 0.1%
4,819
+532
68
$439K 0.1%
8,403
-247
69
$424K 0.1%
5,962
-739
70
$403K 0.09%
9,586
-1,136
71
$373K 0.09%
2,938
-100
72
$364K 0.08%
6,196
-253
73
$356K 0.08%
7,215
-427
74
$356K 0.08%
+704
75
$352K 0.08%
4,700
-442
1 2
3
4 5