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
201
$18K 0.01%
448
-60
202
$18K 0.01%
516
-738
203
$17K 0.01%
114
204
$17K 0.01%
334
205
$16K 0.01%
162
206
$15K 0.01%
518
207
$15K 0.01%
712
-1,190
208
$14K 0.01%
97
-418
209
$14K 0.01%
75
210
$14K 0.01%
422
211
$13K 0.01%
827
212
$12K 0.01%
177
213
$12K 0.01%
1,458
+409
214
$12K 0.01%
363
-535
215
$11K ﹤0.01%
119
216
$11K ﹤0.01%
1,100
217
$11K ﹤0.01%
268
218
$11K ﹤0.01%
41
219
$10K ﹤0.01%
1,100
220
$10K ﹤0.01%
178
221
$10K ﹤0.01%
91
222
$10K ﹤0.01%
94
223
$10K ﹤0.01%
113
224
$9K ﹤0.01%
44
225
$9K ﹤0.01%
650
-76,500
7 8
9
10 11