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
101
-2,092
102
-8,634
103
-1,978