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
$274M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.15M
5
HLT icon
Hilton Worldwide
HLT
+$1.08M

Top Sells

1
+$3.34M
2
+$1.76M
3
+$1.43M
4
MSFT icon
Microsoft
MSFT
+$1.41M
5
RUTH
Ruth's Hospitality Group, Inc.
RUTH
+$1.19M

Sector Composition

1 Consumer Discretionary 10.8%
2 Healthcare 10.63%
3 Technology 9.17%
4 Financials 5.98%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 10.51%
97,687
+3,283
2
$27.5M 10.04%
448,077
+29,754
3
$16M 5.83%
410,930
+21,650
4
$9.2M 3.36%
105,202
+3,366
5
$7.64M 2.79%
97,615
+6,392
6
$7.48M 2.73%
130,600
+8,163
7
$7.01M 2.56%
136,360
-4,565
8
$6.29M 2.3%
78,091
+5,317
9
$4.34M 1.58%
50,135
+3,097
10
$4.23M 1.54%
58,176
-462
11
$3.48M 1.27%
52,186
-2,551
12
$3.36M 1.23%
34,623
+1,971
13
$3.36M 1.23%
49,695
+1,225
14
$3.29M 1.2%
38,161
-1,140
15
$3.24M 1.18%
126,930
-5,964
16
$3.02M 1.1%
14,543
-607
17
$3.01M 1.1%
104,450
-5,930
18
$2.83M 1.03%
24,691
+7,399
19
$2.72M 0.99%
13,099
-786
20
$2.66M 0.97%
31,742
-7,426
21
$2.59M 0.94%
32,029
-1,824
22
$2.48M 0.9%
17,791
-146
23
$2.44M 0.89%
51,002
-1,360
24
$2.43M 0.89%
41,885
-2,649
25
$2.36M 0.86%
12,069
+5,483
1
2 3 4 5