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
126
$81K 0.04%
96
-17
127
$81K 0.04%
3,701
-3,540
128
$79K 0.03%
4,871
+4,148
129
$77K 0.03%
+2,340
130
$77K 0.03%
746
-154
131
$76K 0.03%
+4,049
132
$76K 0.03%
+281
133
$76K 0.03%
474
-435
134
$74K 0.03%
55
-5
135
$73K 0.03%
815
-152
136
$71K 0.03%
1,220
-100
137
$69K 0.03%
303
138
$67K 0.03%
+363
139
$66K 0.03%
1,313
-404
140
$66K 0.03%
395
141
$62K 0.03%
456
-392
142
$62K 0.03%
2,319
-4,312
143
$61K 0.03%
422
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144
$60K 0.03%
690
-127
145
$59K 0.03%
2,121
-7,022
146
$58K 0.03%
+999
147
$57K 0.02%
117
+63
148
$56K 0.02%
+9,338
149
$56K 0.02%
585
150
$53K 0.02%
809
-176
4 5
6
7 8