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
$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
151
$103K 0.04%
1,018
+12
152
$103K 0.04%
3,326
-1,146
153
$102K 0.04%
435
+89
154
$102K 0.04%
1,665
+1,495
155
$102K 0.04%
+1,784
156
$101K 0.04%
1,566
-162
157
$101K 0.04%
765
+45
158
$100K 0.04%
1,402
-26
159
$100K 0.04%
2,411
-1,307
160
$100K 0.04%
3,776
+96
161
$95K 0.03%
6,958
-172
162
$94K 0.03%
702
+17
163
$93K 0.03%
+4,481
164
$92K 0.03%
22,400
-360
165
$91K 0.03%
1,830
+83
166
$86K 0.03%
3,020
167
$86K 0.03%
+2,880
168
$86K 0.03%
303
169
$86K 0.03%
313
170
$86K 0.03%
1,732
171
$86K 0.03%
+1,829
172
$85K 0.03%
1,835
+1,735
173
$84K 0.03%
531
174
$83K 0.03%
3,870
+3,862
175
$82K 0.03%
2,104
+29
5 6
7
8 9