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
$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
151
$105K 0.03%
+2,512
152
$105K 0.03%
975
153
$103K 0.03%
681
154
$101K 0.03%
1,732
155
$99K 0.03%
+465
156
$99K 0.03%
1,463
-218
157
$95K 0.03%
688
158
$94K 0.03%
748
-102
159
$93K 0.03%
585
160
$92K 0.03%
303
161
$92K 0.03%
474
+126
162
$91K 0.03%
743
-368
163
$88K 0.03%
1,320
164
$88K 0.03%
1,898
+73
165
$88K 0.03%
400
166
$86K 0.03%
5,000
167
$85K 0.03%
764
-114
168
$84K 0.03%
772
169
$83K 0.03%
1,154
170
$82K 0.03%
+1,726
171
$82K 0.03%
6,008
-554
172
$81K 0.03%
396
-135
173
$81K 0.03%
+985
174
$81K 0.03%
+892
175
$81K 0.03%
395
5 6
7
8 9