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
201
$54K 0.02%
372
+40
202
$54K 0.02%
388
203
$53K 0.02%
+847
204
$53K 0.02%
400
205
$53K 0.02%
1,815
-259
206
$53K 0.02%
757
-258
207
$50K 0.02%
1,324
208
$48K 0.02%
+334
209
$46K 0.02%
13,190
-1,794
210
$45K 0.01%
3,556
211
$42K 0.01%
200
212
$38K 0.01%
1,575
213
$38K 0.01%
222
214
$38K 0.01%
490
215
$38K 0.01%
339
216
$38K 0.01%
1,520
217
$37K 0.01%
+489
218
$37K 0.01%
660
+95
219
$36K 0.01%
398
-388
220
$36K 0.01%
381
221
$36K 0.01%
1,357
222
$34K 0.01%
+1,622
223
$34K 0.01%
898
+535
224
$31K 0.01%
105
225
$31K 0.01%
+173
7 8
9
10 11