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
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$561K
2 +$324K
3 +$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$41.1K 0.01%
+208
152
$40.8K 0.01%
+370
153
$39.8K 0.01%
+1,002
154
$38.8K 0.01%
+169
155
$38.6K 0.01%
+684
156
$38.6K 0.01%
+254
157
$36.5K 0.01%
+132
158
$32.5K 0.01%
+1,191
159
$31.6K 0.01%
+443
160
$31.3K 0.01%
+500
161
$31.2K 0.01%
+152
162
$30.8K 0.01%
+351
163
$30.1K 0.01%
+264
164
$30K 0.01%
+60
165
$28.7K 0.01%
+1,078
166
$28.6K 0.01%
+1,025
167
$27.9K ﹤0.01%
+68
168
$27K ﹤0.01%
+478
169
$26.6K ﹤0.01%
+313
170
$26.4K ﹤0.01%
+192
171
$26.1K ﹤0.01%
+440
172
$25.5K ﹤0.01%
+15
173
$25.5K ﹤0.01%
+262
174
$24.5K ﹤0.01%
+53
175
$24.2K ﹤0.01%
+366