HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$561K
2 +$324K
3 +$321K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$299K

Sector Composition

1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13.2K ﹤0.01%
+230
202
$12.8K ﹤0.01%
+222
203
$12.7K ﹤0.01%
+109
204
$12.4K ﹤0.01%
+1,671
205
$12K ﹤0.01%
+223
206
$11.5K ﹤0.01%
+20
207
$11.4K ﹤0.01%
+217
208
$11K ﹤0.01%
+73
209
$10.5K ﹤0.01%
+1,000
210
$10.5K ﹤0.01%
+113
211
$9.83K ﹤0.01%
+30
212
$9.56K ﹤0.01%
+329
213
$9.27K ﹤0.01%
+312
214
$9.21K ﹤0.01%
+300
215
$8.94K ﹤0.01%
+69
216
$8.38K ﹤0.01%
+28
217
$8.11K ﹤0.01%
+73
218
$7.74K ﹤0.01%
+108
219
$7.7K ﹤0.01%
+800
220
$7.65K ﹤0.01%
+36
221
$7.57K ﹤0.01%
+82
222
$7.43K ﹤0.01%
+100
223
$7.31K ﹤0.01%
+220
224
$6.91K ﹤0.01%
+150
225
$6.25K ﹤0.01%
+28