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
76
$1.09M 0.4%
16,406
-957
77
$1.09M 0.4%
23,966
+2,039
78
$1.07M 0.39%
7,383
-434
79
$994K 0.36%
52,218
+7,599
80
$957K 0.35%
38,261
-70,251
81
$934K 0.34%
+3,412
82
$905K 0.33%
18,000
+103
83
$896K 0.33%
70,182
-1,115
84
$834K 0.3%
14,226
+443
85
$735K 0.27%
38,641
+10,663
86
$615K 0.22%
11,582
-528
87
$518K 0.19%
20,458
-978
88
$482K 0.18%
26,952
+4,168
89
$456K 0.17%
3,476
+462
90
$427K 0.16%
8,157
91
$383K 0.14%
13,946
-16,632
92
$351K 0.13%
34,357
+12,401
93
$344K 0.13%
13,127
+2,238
94
$328K 0.12%
5,990
+242
95
$322K 0.12%
3,400
-180
96
$296K 0.11%
5,460
+140
97
$294K 0.11%
2,155
+266
98
$292K 0.11%
1,372
-100
99
$276K 0.1%
2,518
-75
100
$258K 0.09%
4,872
-154
2 3
4
5 6