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
101
$255K 0.09%
5,016
+609
102
$252K 0.09%
11,334
+3,192
103
$251K 0.09%
9,734
+9,039
104
$244K 0.09%
9,655
+4,350
105
$241K 0.09%
1,800
-194
106
$221K 0.08%
2,205
+516
107
$215K 0.08%
4,675
-116
108
$202K 0.07%
2,295
109
$193K 0.07%
6,667
+105
110
$193K 0.07%
16,386
+672
111
$187K 0.07%
3,638
-202
112
$187K 0.07%
2,021
-19
113
$182K 0.07%
1,209
+219
114
$177K 0.06%
6,194
-417
115
$175K 0.06%
1,924
+1,189
116
$174K 0.06%
1,470
-6
117
$170K 0.06%
2,998
+235
118
$164K 0.06%
8,710
+8,410
119
$162K 0.06%
+2,237
120
$160K 0.06%
2,540
-1,385
121
$158K 0.06%
863
+606
122
$158K 0.06%
909
123
$157K 0.06%
5,879
-3,262
124
$156K 0.06%
429
-2,404
125
$154K 0.06%
921
-51
3 4
5
6 7