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
176
$81K 0.03%
+4,470
177
$81K 0.03%
+17,466
178
$78K 0.03%
+2,869
179
$76K 0.02%
+1,934
180
$75K 0.02%
585
181
$74K 0.02%
515
182
$74K 0.02%
1,255
-197
183
$74K 0.02%
1,254
184
$73K 0.02%
352
-59
185
$69K 0.02%
+737
186
$69K 0.02%
817
+6
187
$68K 0.02%
+3,060
188
$67K 0.02%
1,686
189
$67K 0.02%
+1,902
190
$66K 0.02%
390
+387
191
$66K 0.02%
3,789
-535
192
$63K 0.02%
238
193
$59K 0.02%
3,469
-487
194
$59K 0.02%
182
+100
195
$59K 0.02%
2,189
196
$58K 0.02%
621
+333
197
$57K 0.02%
1,352
198
$56K 0.02%
+1,000
199
$56K 0.02%
760
200
$55K 0.02%
516
6 7
8
9 10