HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
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
126
$150K 0.05%
+1,834
127
$149K 0.05%
5,600
-301
128
$146K 0.05%
640
129
$145K 0.05%
+1,682
130
$143K 0.05%
584
+25
131
$134K 0.05%
1,675
-215
132
$132K 0.05%
3,147
-260
133
$124K 0.05%
4,379
-189
134
$124K 0.05%
864
-24
135
$122K 0.04%
5,024
-240
136
$121K 0.04%
2,697
+57
137
$118K 0.04%
2,790
+2,376
138
$114K 0.04%
+1,037
139
$114K 0.04%
703
-262
140
$114K 0.04%
5,383
+332
141
$112K 0.04%
653
142
$112K 0.04%
975
143
$111K 0.04%
59
144
$111K 0.04%
820
+24
145
$106K 0.04%
1,246
+61
146
$106K 0.04%
633
-211
147
$104K 0.04%
+2,326
148
$104K 0.04%
+95
149
$104K 0.04%
11,358
+6,073
150
$104K 0.04%
5,537
+101
4 5
6
7 8