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
101
$255K 0.08%
19,908
+2,622
102
$246K 0.08%
6,979
+432
103
$237K 0.08%
9,143
-783
104
$229K 0.07%
1,556
-46
105
$221K 0.07%
3,998
-19
106
$219K 0.07%
2,240
-46
107
$217K 0.07%
2,295
108
$215K 0.07%
1,206
-13
109
$214K 0.07%
7,241
-1,484
110
$214K 0.07%
2,571
+600
111
$211K 0.07%
1,890
+828
112
$204K 0.07%
1,129
113
$202K 0.07%
682
114
$199K 0.07%
1,110
+114
115
$193K 0.06%
3,296
-445
116
$179K 0.06%
+1,494
117
$178K 0.06%
2,976
-276
118
$177K 0.06%
1,717
-207
119
$177K 0.06%
19,041
-864
120
$171K 0.06%
909
121
$159K 0.05%
+3,405
122
$157K 0.05%
+2,516
123
$155K 0.05%
3,552
+1,448
124
$154K 0.05%
36,921
+33,811
125
$153K 0.05%
559
+72
3 4
5
6 7