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
101
$136K 0.06%
2,853
-2,209
102
$132K 0.06%
5,112
-23,302
103
$129K 0.06%
2,757
-3,050
104
$128K 0.06%
1,163
-1,366
105
$123K 0.05%
5,778
-1,201
106
$119K 0.05%
487
-72
107
$108K 0.05%
2,411
108
$107K 0.05%
1,211
-222
109
$104K 0.05%
2,489
-27
110
$100K 0.04%
+3,009
111
$98K 0.04%
2,859
112
$98K 0.04%
+746
113
$97K 0.04%
609
-94
114
$96K 0.04%
386
-564
115
$93K 0.04%
688
116
$93K 0.04%
975
117
$93K 0.04%
3,170
-15,078
118
$92K 0.04%
1,372
+1,180
119
$92K 0.04%
1,900
-323
120
$89K 0.04%
1,732
121
$87K 0.04%
2,204
-3,201
122
$85K 0.04%
3,540
-880
123
$83K 0.04%
3,046
-1,282
124
$82K 0.04%
582
-547
125
$82K 0.04%
681
3 4
5
6 7