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
76
$1.16M 0.38%
10,491
-308
77
$1.13M 0.37%
17,444
-82
78
$1.11M 0.36%
20,689
-227
79
$1.1M 0.36%
7,465
+46
80
$945K 0.31%
+44,255
81
$943K 0.31%
15,232
-449
82
$884K 0.29%
12,800
+12,698
83
$776K 0.25%
+6,512
84
$717K 0.23%
28,414
+6,088
85
$628K 0.21%
11,736
+87
86
$593K 0.19%
31,348
+2,064
87
$501K 0.16%
18,248
+3,404
88
$477K 0.16%
8,053
89
$388K 0.13%
14,191
+574
90
$361K 0.12%
2,641
-146
91
$348K 0.11%
5,200
92
$344K 0.11%
6,631
+2,255
93
$316K 0.1%
2,529
-41
94
$314K 0.1%
3,400
95
$311K 0.1%
1,372
96
$309K 0.1%
5,062
+179
97
$308K 0.1%
2,082
+137
98
$279K 0.09%
950
-7
99
$262K 0.09%
5,807
+1,726
100
$259K 0.08%
5,405
+4
2 3
4
5 6