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
76
$855K 0.37%
7,494
+29
77
$847K 0.37%
41,875
-2,380
78
$823K 0.36%
100,229
-27,173
79
$818K 0.35%
6,955
-4,184
80
$723K 0.31%
15,164
-1,036
81
$708K 0.31%
15,063
-169
82
$644K 0.28%
12,967
-24,223
83
$623K 0.27%
11,777
+41
84
$614K 0.27%
28,590
+28,390
85
$478K 0.21%
37,096
+5,748
86
$316K 0.14%
15,272
+1,081
87
$304K 0.13%
3,120
-280
88
$300K 0.13%
5,160
-40
89
$273K 0.12%
7,937
-116
90
$227K 0.1%
1,241
-131
91
$223K 0.1%
6,375
+1,425
92
$184K 0.08%
2,295
93
$180K 0.08%
1,499
-1,142
94
$175K 0.08%
17,340
-2,568
95
$175K 0.08%
+1,478
96
$161K 0.07%
2,510
+2,085
97
$157K 0.07%
3,432
+1,267
98
$146K 0.06%
1,261
-821
99
$137K 0.06%
364
+182
100
$136K 0.06%
430
-252
2 3
4
5 6