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
151
$53K 0.02%
375
-735
152
$53K 0.02%
3,243
-1,353
153
$52K 0.02%
+11,025
154
$52K 0.02%
534
-209
155
$52K 0.02%
400
156
$51K 0.02%
1,408
-318
157
$51K 0.02%
987
-204
158
$49K 0.02%
913
-977
159
$49K 0.02%
+424
160
$48K 0.02%
7,821
+6,454
161
$47K 0.02%
356
-1,200
162
$46K 0.02%
207
-31
163
$45K 0.02%
1,887
-1,665
164
$45K 0.02%
516
165
$45K 0.02%
+544
166
$43K 0.02%
4,787
-213
167
$41K 0.02%
+2,490
168
$40K 0.02%
903
-3,095
169
$40K 0.02%
392
-2,179
170
$38K 0.02%
4,952
-1,056
171
$35K 0.02%
3,556
172
$35K 0.02%
388
173
$35K 0.02%
1,442
-456
174
$34K 0.01%
5,120
-16,480
175
$33K 0.01%
+1,688
5 6
7
8 9