HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$1.82M
2
+$1.7M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.11M
5
MCO icon
Moody's
MCO
+$1.04M

Top Sells

1
+$3.34M
2
+$1.51M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
PGR icon
Progressive
PGR
+$1.14M

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
176
$82K 0.03%
+1,354
177
$82K 0.03%
+2,354
178
$82K 0.03%
+7,053
179
$82K 0.03%
1,825
180
$81K 0.03%
667
181
$80K 0.03%
+18,286
182
$80K 0.03%
+1,888
183
$80K 0.03%
+888
184
$80K 0.03%
+624
185
$80K 0.03%
+843
186
$80K 0.03%
585
187
$78K 0.03%
1,015
-2
188
$78K 0.03%
+13,502
189
$76K 0.03%
395
190
$75K 0.03%
4,381
191
$75K 0.03%
2,224
-52
192
$74K 0.03%
4,980
+30
193
$73K 0.03%
4,890
+628
194
$72K 0.03%
629
-15
195
$72K 0.03%
1,783
+66
196
$71K 0.03%
1,320
197
$70K 0.03%
400
198
$69K 0.03%
787
199
$69K 0.03%
515
200
$66K 0.02%
779
-27
6 7
8
9 10