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
$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
126
$152K 0.05%
848
127
$150K 0.05%
900
+154
128
$145K 0.05%
703
-163
129
$143K 0.05%
967
+152
130
$140K 0.05%
2,156
+325
131
$138K 0.05%
4,950
132
$137K 0.04%
420
133
$135K 0.04%
113
+17
134
$132K 0.04%
2,165
-93
135
$130K 0.04%
8,879
+171
136
$129K 0.04%
2,859
137
$129K 0.04%
4,420
-10
138
$128K 0.04%
791
-6
139
$127K 0.04%
21,600
-560
140
$126K 0.04%
4,596
+3,866
141
$124K 0.04%
+3,119
142
$123K 0.04%
60
143
$122K 0.04%
1,433
+222
144
$120K 0.04%
2,411
145
$118K 0.04%
2,223
+323
146
$118K 0.04%
4,801
-444
147
$118K 0.04%
1,683
148
$116K 0.04%
4,328
+256
149
$114K 0.04%
3,110
-536
150
$112K 0.04%
1,191
+204
4 5
6
7 8