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
176
$33K 0.01%
400
177
$33K 0.01%
200
178
$32K 0.01%
398
179
$31K 0.01%
358
180
$30K 0.01%
+6,025
181
$28K 0.01%
1,053
-202
182
$27K 0.01%
93
-12
183
$26K 0.01%
674
-83
184
$25K 0.01%
327
-1,913
185
$25K 0.01%
+746
186
$25K 0.01%
14,350
-3,116
187
$24K 0.01%
184
-607
188
$23K 0.01%
10,066
-26,855
189
$23K 0.01%
244
-90
190
$23K 0.01%
+1,206
191
$23K 0.01%
+404
192
$23K 0.01%
1,537
-278
193
$22K 0.01%
2,389
-6,490
194
$21K 0.01%
10,597
-2,593
195
$20K 0.01%
1,520
196
$19K 0.01%
980
-3,821
197
$19K 0.01%
220
198
$19K 0.01%
565
199
$18K 0.01%
78
200
$18K 0.01%
108
6 7
8
9 10