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
76
$348K 0.08%
2,388
+886
77
$324K 0.08%
8,374
-675
78
$316K 0.07%
6,631
+336
79
$302K 0.07%
+8,700
80
$283K 0.07%
1,133
-95
81
$276K 0.06%
4,731
+16
82
$274K 0.06%
8,445
+1
83
$273K 0.06%
6,822
-291
84
$269K 0.06%
8,302
-1,943
85
$259K 0.06%
+1,369
86
$257K 0.06%
1,116
-187
87
$250K 0.06%
+1,352
88
$243K 0.06%
1,418
89
$236K 0.05%
7,135
90
$235K 0.05%
76
-14
91
$232K 0.05%
6,389
-575
92
$229K 0.05%
4,984
-632
93
$227K 0.05%
1,722
94
$224K 0.05%
6,700
-814
95
$219K 0.05%
10,760
96
– –
-1,912
97
– –
-3,797
98
– –
-2,279
99
– –
-1,796
100
– –
-1,784
1 2 3
4
5